Michael TeszysCRD Number: 4495310
Current Firm: Planmember Securities Corporation
Michael Teszys (CRD# 4495310) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 15 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Financial U||Mcdonough, GA||Nov 2012 - Current||5|
|Planmember Securities Corporation||Carpinteria, CA||May 2011 - Current||6|
|Gold Key Retirement Strategies||Cumming, GA||Jun 1999 - Current||18|
|Symetra Investment Services, Inc.||Bellevue, WA||Aug 2009 - May 2011||1|
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Aug 2009||< 1|
|Sagepoint Financial, Inc.||Cumming, GA||Mar 2008 - Aug 2009||1|
|Aig Bank||Cumming, GA||Mar 2004 - Jun 2009||5|
|Gold Key Investments, Ltd||Cumming, GA||Jun 1997 - Jun 2009||12|
|Aig Financial Advisors Ria||Cumming, GA||Feb 2008 - Jan 2009||< 1|
|Kalos Capital, Inc.||Cumming, GA||Jun 2007 - Mar 2008||< 1|
|Valic Financial Advisors||Atlanta, GA||Mar 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management2,638MILLIONS
Total Number of Accounts49,000ACCOUNTS
Average Account Value$53,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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