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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micheal? Claim Your ProfileMichael James Kertyzak is a financial advisor with Raymond James Financial Services Advisors, Inc. Michael Kertyzak has been in the financial industry since May 4, 1999. Michael Kertyzak is a registered representative with FINRA and a registered investment advisor in Massachusetts and New Hampshire. Michael Kertyzak holds the Series 6, Series 7, Series 24, Series 63 and Series 65 licenses. Michael Kertyzak is also a licensed insurance producer. Michael Kertyzak provides financial planning, portfolio management, investment advisory services and educational seminars. Michael Kertyzak works with individuals, families, businesses, trusts, estates, pension and profit sharing plans, charitable organizations, and insurance companies.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NH
09/29/2009 - Present
Raymond James Financial Services Advisors, Inc. (NASHUA NH)
GA
05/05/1999 - 10/04/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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