Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Antczak is a financial advisor registered with Evensky & Katz/foldes Wealth Management. Michael has over 10 years of experience in the financial services industry. Michael is also a Certified Financial Planner. Michael has been with Evensky & Katz/foldes Wealth Management since January 2024. Michael is registered with the following states: California, Florida, Illinois, New York, and Texas. The firm's main office is located in Coral Gables, Florida. Evensky & Katz/foldes Wealth Management is a Registered Investment Advisor. The firm manages over $2 billion in assets for individuals and families. The firm specializes in providing financial planning and portfolio management services.
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.
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.
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FL
01/18/2024 - Present
Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)
FL
03/10/2022 - 11/20/2023
GOLDMAN SACHS & CO. LLC (MIAMI FL)
FL
08/11/2014 - 12/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOLLYWOOD FL)
FL
08/16/2013 - 08/04/2014
PNC INVESTMENTS (WELLINGTON FL)
FL
07/06/2012 - 05/20/2013
MORGAN STANLEY (AVENTURA FL)
BOTH
Issued 08/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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