Unclaimed
Michael Solesky has been in the financial services industry since 1989. Michael is registered as an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. in Illinois. Michael has 17 active state registrations, including a registration in Illinois for Investment Advisor. Michael also holds licenses for Series 6, Series 7, Series 24, Series 51, and Series 63 securities examinations. Michael has experience working with a wide range of clients including high-net-worth individuals, corporations, pension plans, insurance companies, charitable organizations and banking or thrift institutions. Michael also offers financial planning, pension consulting, educational seminars, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ITASCA IL)
OH
01/01/2000 - 10/10/2000
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
11/08/1989 - 01/01/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
IL
01/14/1993 - 02/08/1993
FIRST CHICAGO INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1990
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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