Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kutsaya is an investment advisor representative with Steward Partners Investment Advisory, LLC. Michael has been in the financial services industry since 1997 and holds several industry licenses, including the Series 7, 24, 52TO, 53, 63 and 65. Michael has previous experience with Brinker Capital Securities, LLC and Lazard Freres & Co. LLC. Michael specializes in financial planning, investment management, and portfolio management. Michael offers services to a range of clients, including individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/10/2024 - Present
Steward Partners Investment Advisory, LLC (Warminster PA)
PA
08/04/2004 - 01/20/2023
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
NY
02/04/1997 - 05/17/2000
LAZARD FRERES & CO. LLC (NEW YORK NY)
PA
11/12/1996 - 11/22/1996
BNP SECURITIES (USA), INC. (KING OF PRUSSIA PA)
BC
Issued 12/12/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/06/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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