Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kiziuk is an investment advisor representative who has been in the financial services industry since 2001. Michael is currently registered with Avantax Advisory Services and is also registered as an investment advisor representative in Massachusetts, California, New Hampshire, and has a Series 63, 66, and 7 licenses. Michael has worked with a number of firms over the years, including Santander Securities LLC, 1ST GLOBAL CAPITAL CORP., and LPL FINANCIAL LLC. Michael specializes in working with individuals, high net worth individuals, and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
10/25/2019 - Present
Avantax Advisory Services (Marshfield MA)
MA
09/25/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MILTON MA)
MA
11/18/2016 - 09/27/2018
SANTANDER SECURITIES LLC (DORCHESTER MA)
MA
03/26/2014 - 11/07/2016
PEOPLE'S SECURITIES, INC. (BOSTON MA)
MA
09/19/2012 - 03/26/2014
SANTANDER SECURITIES LLC (HULL MA)
MA
09/26/2011 - 09/19/2012
LPL FINANCIAL LLC (BRAINTREE MA)
MA
06/22/2011 - 09/22/2011
DELTA EQUITY SERVICES CORPORATION (HINGHAM MA)
MA
06/01/2009 - 06/17/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
11/03/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
07/26/2002 - 10/31/2008
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NY
09/21/2001 - 08/09/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 05/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kiziuk is the right advisor for you? Invested Better is here to help.
