Micheal Kertyzak
Micheal Kertyzak is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashua, NH, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
20 Trafalgar Square, Suite 430, Nashua, NH, 03063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Micheal is the owner/proprietor of an accounting/CPA business since 2011, providing tax planning and preparation to clients, dedicating minimal time. He is also an insurance producer since 2005, spending minimal time as a broker for non-variable insurance.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Tax & Investment Plans
PFS Investments INC.Broker
State Registrations20 states
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