Michael Karlic
Professional Summary
Michael Karlic, who also goes by Michael Karlic, is a registered financial advisor currently at BENCHMARK SECURITIES LLC located in Winter Park, Florida. Michael is registered as a RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Karlic
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
BENCHMARK SECURITIES LLC | BENCHMARK SECURITIES, LLC
Contact Information
Main Address
250 S. Park Avenue Suite 380, Winter Park, FL 32789Mailing Address
250 S. Park Avenue Suite 380, Winter Park, FL 32789Phone Number
(407) 960-2700Established
Florida since 11/03/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(11/8/2013)
(11/8/2013)
(6/30/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Karlic's CRS (Customer Relationship Summary).
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