Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Kitch has been a registered representative for over 25 years. Michael has a Series 65 license for Investment Advisor and a Series 63 for Securities Agent. Michael is currently registered with Osaic Institutions, Inc. Michael also has a Series 7, 9, 10, and 52 license. Michael was previously registered with CUSO FINANCIAL SERVICES, L.P. and H&R BLOCK FINANCIAL ADVISORS, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
CO
11/30/2023 - Present
Osaic Institutions, Inc. (Brighton CO)
CO
07/17/2002 - 11/29/2023
CUSO FINANCIAL SERVICES, L.P. (WESTMINSTER CO)
MI
02/23/1998 - 07/15/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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