Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kraics is an investment advisor representative associated with Cavanal Hill Investment Management, Inc. Michael has been in the industry since December 1997. Michael holds the following licenses and certifications: Series 63, Series 65, Series 66, and Series 7. Michael has a background in investment banking and has worked with various financial institutions. Michael specializes in providing portfolio management for individuals, businesses, and investment companies. In addition, Michael is an external wholesaler for BOK Financial, but this work represents less than 5% of Michael's total compensation and time.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NH
01/06/2022 - Present
Cavanal Hill Investment Management, Inc. (Londonderry NH)
ME
01/20/2021 - 10/06/2021
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
MA
04/28/2014 - 12/08/2020
NORTHERN TRUST SECURITIES, INC. (BOSTON MA)
MA
09/11/2006 - 04/15/2014
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (BURLINGTON MA)
NJ
07/05/2005 - 07/13/2006
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NC
07/31/1997 - 06/16/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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