Unclaimed
Michael Kolojjejchick is a financial advisor with over 30 years of experience in the financial services industry. Michael has worked with a variety of firms, including Massachusetts Mutual Life Insurance Company, MML Investors Services, Inc., Walnut Street Securities, Inc., and Cetera Advisor Networks LLC. Currently, Michael is an active registered representative with LPL Financial LLC. Michael specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. He is also registered to provide investment advisory services in several states.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
06/15/2016 - Present
LPL Financial LLC (DALLAS PA)
PA
09/03/2013 - 04/22/2016
CETERA ADVISOR NETWORKS LLC (KINGSTON PA)
PA
06/11/1997 - 09/03/2013
WALNUT STREET SECURITIES, INC. (KINGSTON PA)
NY
02/06/1986 - 03/07/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
01/20/1984 - 01/30/1986
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
06/18/1985 - 01/28/1986
MML INVESTORS SERVICES, INC.
IA
Issued 12/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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