Unclaimed
Michael Gorak is a financial advisor with Western International Securities, Inc., working in the Pasadena, CA area since January 2015. Michael has a wide range of experience in the financial industry, having started his career in 2002. Michael holds a Series 7, Series 63, and Series 65, along with a Series 24 license. Michael Gorak has been involved with Western International Securities, Inc. in various capacities, including previous employment from 2015 to 2016, and also held previous roles with Centaurus Financial, Inc., City National Securities, Inc., Brookstreet Securities Corporation and Linsco/Private Ledger Corp. Prior to Western International Securities, Inc., Michael Gorak held the position of Business Affairs Consultant at Business Affairs Management, Inc. and also held the position of Business Management & Branding with Endgame Development, LLC.
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.
1
2
CA
03/27/2018 - Present
Western International Securities, Inc. (PASADENA CA)
CA
01/12/2015 - 12/31/2016
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
CA
03/07/2013 - 01/09/2015
CENTAURUS FINANCIAL, INC. (LA CANANDA FLINTRIDGE CA)
CA
07/20/2011 - 04/26/2012
CITY NATIONAL SECURITIES, INC. (CHATSWORTH CA)
CA
06/28/2007 - 12/31/2010
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
08/18/2005 - 06/27/2007
BROOKSTREET SECURITIES CORPORATION (BEVERLY HILLS CA)
SC
05/17/2005 - 08/04/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
09/23/2002 - 03/31/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 10/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Gorak is the right advisor for you? Invested Better is here to help.