Unclaimed
Michael Robert Kucerovy is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with LPL Financial LLC and has a Series 6 and Series 63 license. Michael has been with LPL Financial LLC since August 2024 and previously worked for OSAIC FS, INC., Polaris Financial Services, INC., Park Avenue Securities LLC, Guardian Investor Services Corporation, and Walnut Street Securities, INC.. Michael focuses on providing financial advice and services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/05/2024 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
07/08/2000 - 08/07/2024
OSAIC FS, INC. (PITTSBURGH PA)
NH
07/30/1999 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NY
05/03/1999 - 08/27/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/17/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
01/02/1992 - 01/16/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
12/05/1988 - 12/31/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
05/20/1988 - 12/09/1988
J. T. MORAN & CO., INC.
NA
06/17/1985 - 05/20/1988
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
NA
10/08/1984 - 06/29/1985
WZW FINANCIAL SERVICES, INC.
NA
01/26/1981 - 10/22/1984
FIRST INVESTORS CORPORATION
BC
Issued 02/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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