Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Krupa is a financial advisor at Raymond James Financial Services Advisors, Inc. Michael has been in the financial industry for over 15 years and has held previous roles with Wells Fargo Advisors Financial Network, LLC and Edward Jones. Michael is a Series 66, Series 9, Series 10, Series 7, and SIE licensed professional. Michael is registered in 21 states as a Broker/Dealer and/or Investment Advisor Representative. Michael is an active member of the financial services industry and is committed to providing his clients with the best possible financial advice. Michael focuses on providing financial planning, investment management, and pension consulting services to individual clients, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Michael is also a registered Investment Advisor in the state of Pennsylvania.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
11/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Honesdale PA)
PA
08/08/2014 - 01/13/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HONESDALE PA)
PA
02/02/2007 - 09/02/2014
EDWARD JONES (HONESDALE PA)
BOTH
Issued 03/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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