Unclaimed
Michael Karlic is a registered representative with Benchmark Securities LLC. Michael has been in the securities industry since April 2004. Michael is licensed in Florida, New York, and North Carolina. Michael was previously registered with C & CO/PRINCERIDGE LLC and MAXIM GROUP LLC. Michael holds the Series 7, Series 63 and SIE licenses. The primary office for Michael is located at 250 S. PARK AVENUE, SUITE 380, WINTER PARK, FL 32789.
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.
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.
1
2
FL
11/08/2013 - Present
Benchmark Securities LLC (WINTER PARK FL)
NY
05/18/2010 - 10/23/2013
C & CO/PRINCERIDGE LLC (NEW YORK NY)
NY
04/06/2004 - 05/25/2010
MAXIM GROUP LLC (NEW YORK NY)
BC
Issued 02/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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