Securities America Advisors, Inc
About this Advisor
Paul Michaluk is a financial advisor who works in Jericho, New York, who has been in the financial industry for 10 years. Michaluk is an employee of Securities America Advisors, Inc. Michaluk has gained experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Securities America Advisors and Securities America Inc. Michaluk holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Securities America Advisors, Inc is an advisory business headquartered in Jericho, New York. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It administers $29 billion in total assets across its 184,356 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 20 charities and foundations. Of its 184,356 customer accounts, 15% belong to high-net-worth individuals who have greater than $1 million in assets. Securities America Advisors, Inc performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on which service is provided. However, fee types charged by Securities America Advisors, Inc can be comprised of some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Paul Michaluk Work History
Paul has 10 years of experience.
Securities America Advisors
Securities America Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Paul Michaluk has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Arroyo Grande, CA
El Paso, TX
Costa Mesa, CA
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.