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Michael Polark

Wolfe Research Securities

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About Michael Polark

Michael Polark is a financial advisor with Wolfe Research Securities. He is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry for over 10 years. He has a Series 7, 24, 63, and 87 licenses. Michael is also registered in Massachusetts and New York.

Firm Information

Michael Polark is currently registered with Wolfe Research Securities. Wolfe Research Securities is a Limited Liability Company formed in August 2009. It is registered with the SEC and is licensed to operate in 48 states.

Not reported

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Polark’s Registration & Firm History

MA

03/11/2022 - Present

Wolfe Research Securities (Boston MA)

MA

12/11/2012 - 02/25/2022

ROBERT W. BAIRD & CO. INCORPORATED (BOSTON MA)

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Licenses & Designations

BC

Issued 01/14/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2013

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/10/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Polark.
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