Unclaimed
Michael Philip Hewko is a financial advisor with Avantax Advisory Services. Michael has been in the financial services industry since June 3, 1999. Michael is registered with the state of Ohio and is licensed to provide investment advice in Arizona, Florida, Ohio, and Texas. Michael holds the Series 7, Series 66, and SIE licenses. Avantax Advisory Services is a financial services firm with a focus on providing financial advice and planning services to individuals, families, and businesses.
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
OH
03/21/2022 - Present
Avantax Advisory Services (CLEVELAND OH)
OH
02/24/2009 - 02/28/2022
AVANTAX INVESTMENT SERVICES, INC. (CLEVELAND OH)
OH
06/30/2004 - 12/05/2008
GENWORTH FINANCIAL SECURITIES CORPORATION (PARMA OH)
IL
02/18/1999 - 06/17/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BOTH
Issued 03/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Hewko is the right advisor for you? Invested Better is here to help.