Michael Kiziuk (CRD# 4321114) is an Investment Advisor Representative working at Avantax Advisory Services in Marshfield, MA and has over 22 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Advisor Group | Northampton, MA | May 2023 - Current | 1 |
| Avantax Advisory Services | Milton, MA | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Milton, MA | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Milton, MA | Oct 2018 - Current | 5 |
| 1st Global Capital Corp. | Milton, MA | Oct 2018 - Oct 2019 | 1 |
| 1st Global Advisors, Inc. | Milton, MA | Oct 2018 - Oct 2019 | 1 |
| Santander Bank Na | Norwood, MA | Nov 2016 - Oct 2018 | 1 |
| Santander Securities LLC | Dorchester, MA | Nov 2016 - Aug 2018 | 1 |
| People's Securities, Inc. | Bridgeport, CT | Mar 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2001 |
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
- MA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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