Unclaimed
Michael Allan Stern is a registered investment advisor with Beech Hill Advisors, Inc. Michael has over 20 years of experience in the financial services industry. Michael has been with Beech Hill Advisors, Inc. since 2010. Michael's areas of expertise include portfolio management, market timing, and financial planning. Michael holds a Series 7, Series 63, and Series 65 license.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/17/2022 - Present
Beech Hill Advisors, Inc. (NEW YORK NY)
NY
03/01/1999 - 09/29/1999
RAMIUS SECURITIES, L.L.C. (NEW YORK NY)
NY
04/01/1994 - 03/07/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
10/08/1987 - 04/06/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/22/1984 - 10/13/1987
E. F. HUTTON & COMPANY INC
IA
Issued 01/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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