Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kaczmarek is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been working in the industry since 1996 and holds several licenses and certifications, including Series 6, 7, 63, and 65. Michael's experience includes working with a variety of clients, including individuals, corporations, and institutions. Michael provides investment consulting services to institutional clients and provides financial planning, pension consulting and selection of other advisors. In addition, Michael manages portfolios for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/13/2024 - Present
Wells Fargo Advisors Financial Network, LLC (PITTSBURGH PA)
PA
08/30/2007 - 04/04/2008
THE HUNTINGTON INVESTMENT COMPANY (BEAVER PA)
PA
07/05/2005 - 08/01/2007
NATIONAL PLANNING CORPORATION (MONROEVILLE PA)
CA
08/27/1998 - 07/07/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
03/07/1997 - 08/07/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MA
01/25/1996 - 04/16/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/25/1996 - 04/16/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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