Michael Koly (CRD# 1366723) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has over 32 years of experience in the finance industry.
CRD# 5881829
Northwestern Mutual Investment Services,llc
CRD# 2446519
Pnc Investments
CRD# 6501597
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The O.n. Equity Sales Company | Cincinnati, OH | Sep 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- OH
-
Total Assets Under Management139MILLIONS
-
Total Number of Accounts860ACCOUNTS
-
Average Account Value$161,909
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH
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