Unclaimed
Michael Kushch is a financial advisor with Osaic Institutions, Inc. Michael has been in the financial industry since 2005. Michael is licensed to provide investment advice in New Jersey and New York. Michael also holds the Series 65 and Series 63 licenses as well as the Series 24 and Series 7 licenses. Michael has experience working with corporations, businesses, charitable organizations, high-net-worth individuals, and individuals. Michael also worked previously at HSBC Securities (USA) INC., METLIFE SECURITIES INC., CHARLES SCHWAB & CO., INC., J.P. TURNER & COMPANY, L.L.C., SPENCER CLARKE LLC, SOLID ISG CAPITAL MARKETS, LLC, and DALTON KENT SECURITIES GROUP, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
NY
07/14/2021 - Present
Osaic Institutions, Inc. (RIDGEWOOD NY)
NY
12/16/2015 - 06/05/2020
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
08/28/2014 - 11/25/2015
METLIFE SECURITIES INC. (BROOKLYN NY)
NY
01/09/2008 - 11/20/2008
HSBC SECURITIES (USA) INC. (JERICHO NY)
NY
12/21/2005 - 10/31/2006
CHARLES SCHWAB & CO., INC. (NEW YORK NY)
GA
10/22/2001 - 08/08/2005
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
FL
04/11/2001 - 11/08/2001
SPENCER CLARKE LLC (MIAMI BEACH FL)
NY
01/03/2001 - 04/24/2001
SOLID ISG CAPITAL MARKETS, LLC (NEW YORK NY)
NY
02/26/1998 - 01/02/2001
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
IA
Issued 02/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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