Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Woltman is a registered representative and investment advisor representative who has been in the financial services industry since 1989. Michael currently works for Leigh Baldwin & Co., LLC, a firm that provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Michael is licensed to provide securities advice in several states, including New York, Pennsylvania, and Virginia. Michael is also a member of the Community Memorial Hospital Endowment Board and the Hamilton Emerald Association. Michael has a strong track record of success in the financial services industry and is committed to providing his clients with the highest quality of service.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees from other ria's
1
2
NY
06/21/2022 - Present
Leigh Baldwin & CO., LLC (CAZENOVIA NY)
NJ
09/06/1994 - 09/28/1995
CYGNET SECURITIES, INC. (WALDWICK NJ)
NY
01/20/1992 - 09/09/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/21/1989 - 01/22/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/19/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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