Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Risko is a financial advisor with Osaic Institutions, Inc. based in KINGSTON, NY. Michael has been in the financial industry since 1991. Michael holds Series 6, 7, and 66 securities licenses. Michael has experience working with a range of clients including individuals, businesses, and charitable organizations. Michael's previous employers include Essex National Securities, LLC, Barclays Global Investors Services, AIM Distributors, Inc., Dividend Capital Securities, LLC, Fortis Investors, Inc., Washington Square Securities, Inc., Reliastar Financial Marketing Corp., OppenheimerFunds Distributor, Inc., and Invest Financial Corporation. Michael has a diverse background and is able to provide a range of financial services including financial planning, educational seminars, and portfolio management.
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
NY
07/13/2021 - Present
Osaic Institutions, Inc. (KINGSTON NY)
NJ
11/03/2009 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (ELIZABETH NJ)
NJ
10/09/2007 - 04/08/2009
BARCLAYS GLOBAL INVESTORS SERVICES (JERSEY CITY NJ)
TX
04/24/2007 - 09/06/2007
A I M DISTRIBUTORS, INC. (HOUSTON TX)
CO
03/08/2006 - 04/05/2007
DIVIDEND CAPITAL SECURITIES, LLC (DENVER CO)
TX
06/19/1998 - 02/06/2006
A I M DISTRIBUTORS, INC. (HOUSTON TX)
MN
07/31/1997 - 06/10/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
CT
10/01/1995 - 10/16/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
03/01/1995 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NY
10/28/1991 - 02/21/1995
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
WI
09/07/1989 - 10/11/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 01/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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