Michael PalczukCRD Number: 4469713
Current Firm: Principal Securities, Inc.
Michael Palczuk (CRD# 4469713) is an Investment Advisor Representative working at Principal Securities, Inc. in Raleigh, NC and has over 14 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|Principal Life Insurance Company||Raleigh, NC||Jun 2014 - Current||2|
|Princor Financial Services Corporation||Raleigh, NC||Jun 2014 - Current||2|
|New England Securities||Raleigh, NC||May 2009 - Jun 2014||5|
|Axa Advisors||Raleigh, NC||Oct 2001 - May 2009||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV