Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cernek is a financial advisor with Osaic Advisory Services, LLC. Michael is based in West Chester, Pennsylvania, and has been a registered representative for over 13 years. Michael has experience providing financial advice to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Michael is also a licensed insurance representative and offers fixed life, disability, and long-term care insurance.
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.
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.
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2
PA
01/19/2021 - Present
Osaic Advisory Services, LLC (West Chester PA)
PA
01/19/2021 - 08/23/2024
TRIAD ADVISORS LLC (West Chester PA)
PA
10/01/2019 - 01/19/2021
COMMONWEALTH FINANCIAL NETWORK (Plymouth Meeting PA)
PA
10/17/2016 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
PA
06/06/2011 - 12/31/2014
EQUITY SERVICES, INC. (MEDIA PA)
PA
03/11/2010 - 06/07/2011
NYLIFE SECURITIES LLC (HORSHAM PA)
BOTH
Issued 12/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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