Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Adelman is a registered representative with Rockefeller Financial LLC and has been in the industry since 2014. He previously worked at LAZARD ASSET MANAGEMENT SECURITIES LLC. Michael is licensed to sell securities in New York and holds Series 7, Series 66, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
05/23/2023 - Present
Rockefeller Financial LLC (NEW YORK NY)
NY
10/02/2013 - 02/15/2023
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
BOTH
Issued 11/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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