Unclaimed
Michael Lawrence Kaniok is a financial advisor currently working for Edward Jones in Lindenhurst, IL. Michael Lawrence Kaniok has been working in the financial services industry since June 7, 2001. Michael Lawrence Kaniok is registered as a broker in 21 states and as an investment advisor in 2 states. Michael Lawrence Kaniok's areas of expertise include financial planning, pension consulting, and portfolio management.
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.
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.
See schedule d - miscellaneous
1
2
IL
01/17/2019 - Present
Edward Jones (LINDENHURST IL)
IL
06/05/2001 - 11/14/2005
E*TRADE CAPITAL MARKETS LLC (CHICAGO IL)
IL
05/22/2000 - 06/05/2001
GVR COMPANY (CHICAGO IL)
TX
08/06/1996 - 07/25/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 12/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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