Unclaimed
Michael Cortez is a financial professional with Kestra Investment Services, LLC. Michael is licensed to offer securities and investment advisory services in the state of Texas. Michael is also a General Securities Principal. Michael holds the Series 7, Series 24 and SIE licenses.
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
TX
10/24/2016 - Present
Kestra Investment Services, LLC (AUSTIN TX)
BC
Issued 10/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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