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Michael Musak

Avantax Investment Services, Inc.

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About Michael Musak

Michael Musak is a financial advisor with Avantax Investment Services, Inc. based in Dallas, Texas. Michael has over 10 years of experience in the financial services industry and holds Series 6, 7, 63, and 66 licenses. Michael is registered to sell securities in Florida, Massachusetts, and Texas. Prior to joining Avantax, Michael held positions at Franklin Distributors, LLC, Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., Amundi Pioneer Distributor, Inc., and Putnam Retail Management Limited Partnership.

Firm Information

Michael Musak is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Musak’s Registration & Firm History

TX

01/07/2022 - Present

Avantax Investment Services, Inc. (DALLAS TX)

FL

07/07/2021 - 12/23/2021

FRANKLIN DISTRIBUTORS, LLC (St. Petersburg FL)

FL

06/18/2020 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)

FL

07/20/2018 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

MA

06/02/2014 - 06/11/2018

AMUNDI PIONEER DISTRIBUTOR, INC. (BOSTON MA)

MA

04/08/2013 - 05/27/2014

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

BOTH

Issued 12/06/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2014

Series 7 - General Securities Representative Examination

BC

Issued 04/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Musak.
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