Unclaimed
Michael Cischke is a financial advisor with over 35 years of experience in the industry. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has previously been employed with BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., and PRUDENTIAL SECURITIES INCORPORATED. Michael provides a range of services, including portfolio management for businesses and individuals, pension consulting, and educational seminars. Michael is registered in 32 states and is a Series 63, 65, 3, 7, 9, and 10 licensed individual.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
06/15/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTON FL)
FL
03/14/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
NY
06/27/1994 - 03/17/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/22/1986 - 07/08/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1986
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Cischke is the right advisor for you? Invested Better is here to help.