Micheal James Kertyzak

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → Present
  Raymond James Financial Services, Inc.
  Nashua, NH
• 01/2011 → Present
  Tax And Investment Group
  Nashua, NH
• 09/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Nashua, NH
• 03/2005 → Present
  Non-Variable Insurance
  Nashua, NH

Previous Registrations

• 2003-02-06 → 2010-12-31
  Tax & Investment Plans
  Burlington, MA
  Lexington, MA

Other Businesses

(1)Name of Business: Michael J Kertyzak Address: 20 Trafalgar Sq Ste 430, Nashua, NH, 03063, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: provide tax planning & prep to intersted clients (2)Name of Business: NA Address: 20 Trafalgar Sq Ste 430, Nashua, NH, 03063, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 03/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance Producer

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-22
• S63 Uniform Securities Agent State Law Examination
  1999-05-11

Other Names

• Michael James Kertyzak
• Michael James Kertyzak
• Mike Kertyzak