Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michal? Claim Your ProfileMichal Kovac is a financial advisor with Wells Fargo Clearing Services, LLC. Michal has been in the financial industry since 2002. Michal holds the Series 7, Series 31, Series 65 and Series 66 securities licenses and is registered in 30 states. Michal's previous experience includes Truist Investment Services, Inc., BB&T Securities, LLC, Scott & Stringfellow, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michal is also a Certified Financial Planner. Michal provides investment consulting services to institutional clients, as well as financial planning, pension consulting 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.
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.
Investment consulting services to institutional clients
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.
1
2
SC
06/06/2022 - Present
Wells Fargo Clearing Services, LLC (MYRTLE BEACH SC)
SC
02/17/2021 - 06/06/2022
TRUIST INVESTMENT SERVICES, INC. (MYRTLE BEACH SC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
02/06/2009 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (MYRTLE BEACH SC)
SC
07/01/2005 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYRTLE BEACH SC)
NY
09/24/2002 - 07/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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