Unclaimed
Michael Grajdura is a registered Investment Advisor Representative with Money Concepts Capital Corp. Michael holds Series 7, 63, and 65 licenses and has been in the industry since January 2023. Michael provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Michael is also registered in Illinois, Iowa, Minnesota, and Wisconsin.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
IL
06/15/2023 - Present
Money Concepts Capital Corp. (LIBERTYVILLE IL)
IA
Issued 06/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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