Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kleczek is a financial advisor with over 20 years of experience in the financial services industry. Michael is registered with Voya Financial Advisors, Inc. and holds Series 7, 63, and 66 securities licenses. Michael has a strong background in financial planning, portfolio management, and investment advisory services. Michael is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/04/2016 - Present
Voya Financial Advisors, Inc. (RANCHO SANTA MARGARITA CA)
OH
11/06/2000 - 10/20/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
07/25/1995 - 04/20/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/27/1994 - 07/05/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 05/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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