Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Markiewicz is a CERTIFIED FINANCIAL PLANNER™ professional with over 24 years of experience in the financial services industry. Michael is currently registered with Protection Point Advisors and has been with them since May 2022. Prior to this, Michael worked at Kern, Suslow Securities, Inc. and Christopher Street Financial, Inc. Michael holds a Series 7 General Securities Representative Examination license and a Series 66 Uniform Combined State Law Examination license. Michael has extensive experience in portfolio management for individuals and financial planning. Michael provides financial advice to individuals, high-net-worth individuals, other investment advisors, insurance companies, and pooled investment vehicles. In addition to financial planning, Michael offers selection of other advisers services and specializes in retirement planning, estate planning, and college planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisers fees
1
2
NY
05/13/2022 - Present
Protection Point Advisors (New York NY)
NY
03/09/2000 - 03/28/2000
KERN, SUSLOW SECURITIES, INC. (NEW YORK NY)
NY
07/22/1997 - 07/14/1998
CHRISTOPHER STREET FINANCIAL, INC. (NEW YORK NY)
BOTH
Issued 08/11/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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