Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Goldberg is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Buckler Securities LLC, and has held previous positions at Credit Suisse First Boston LLC and Adirondack Electronic Markets LLC. Michael holds several professional licenses and designations, including Series 7, Series 24, Series 27, Series 57TO, Series 99TO, and SIE. Michael specializes in providing financial advice and investment management services to a wide range of clients.
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.
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.
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2
CT
08/07/2017 - Present
Buckler Securities LLC (Greenwich CT)
NY
07/23/2002 - 05/23/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
09/24/2001 - 11/21/2001
ADIRONDACK ELECTRONIC MARKETS LLC (NEW YORK NY)
BC
Issued 02/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/12/2022
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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