Unclaimed
Michael Zawadiwskyi is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with Next Financial Group, Inc., a full-service financial firm headquartered in Houston, Texas. Michael offers investment advisory services, financial planning services and insurance products to his clients. Prior to joining Next Financial Group, Inc. Michael worked as an Investment Advisor Representative for AXA Advisors, LLC. Michael holds the Series 3, 7, 63, and 66 licenses as well as the SIE. He is also a Certified Financial Planner. Michael’s professional focus is helping individuals and families develop a financial plan, choose investments and protect their assets.
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.
Seminar/workshop attendance fees
1
2
NJ
04/24/2018 - Present
Next Financial Group, Inc. (ORADELL NJ)
NJ
05/09/2014 - 04/30/2018
AXA ADVISORS, LLC (MORRISTOWN NJ)
MA
06/10/1997 - 03/11/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/09/1997 - 03/11/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/23/1994 - 05/13/1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
NY
05/01/1991 - 06/09/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/25/1990 - 04/29/1991
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
BOTH
Issued 06/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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