Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kura is a registered investment advisor representative with Valmark Advisers, Inc. Michael has been in the financial services industry since April 15, 1985 and has been with Valmark Advisers, Inc. since November 1997. Michael has a Series 63, Series 6, and Series 22 licenses, as well as the SIE exam. Michael holds active licenses in California, North Carolina, and Ohio. Michael also has a history of working with ASCEND FINANCIAL SERVICES, INC. and VESTAX SECURITIES CORPORATION. Michael specializes in portfolio management for individuals, businesses, and investment companies. Michael is also a financial planner and provides pension consulting services. Michael is a president of the board for Haven of Rest Ministries.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
01/09/2001 - Present
Valmark Advisers, Inc. (Fairlawn OH)
MN
07/07/1992 - 12/08/1997
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
OH
04/16/1985 - 07/17/1992
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 03/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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