Unclaimed
Michael William Radakovich is a financial advisor with Consolidated Portfolio Review Corp. based in Portland, OR. Michael has been in the financial services industry since 1987 and has experience with a variety of financial products and services. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael is registered with the state of Oregon to provide financial advice. Consolidated Portfolio Review Corp is a Registered Investment Advisor headquartered in Woodbury, NY.
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.
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.
1
2
OR
10/22/2020 - Present
Consolidated Portfolio Review Corp. (PORTLAND OR)
OR
04/30/2012 - 10/22/2020
KMS FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
09/08/2009 - 05/07/2012
LPL FINANCIAL LLC (PORTLAND OR)
OR
10/27/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (PORTLAND OR)
NY
06/11/1998 - 10/20/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
AZ
10/05/1990 - 06/05/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
06/29/1988 - 10/09/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
NA
04/13/1988 - 06/20/1988
FAHNESTOCK & CO., INC.
NA
02/26/1987 - 04/13/1988
FAHNESTOCK INTERNATIONAL INC.
BC
Issued 03/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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