Unclaimed
Michael Gersten is a financial advisor with The Leaders Group, Inc. in Littleton, CO. Michael has been a registered financial advisor for over 30 years, and has passed the Series 6, Series 63, and SIE exams. Michael has experience with financial advising with a broad range of firms including Lincoln Investment, Capital Analysts, Incorporated, Hornor, Townsend & Kent, Inc. and Sun Investment Services Company.
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.
1
2
CO
01/03/2017 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MI
06/01/2012 - 12/31/2016
LINCOLN INVESTMENT (SOUTHFIELD MI)
MI
02/26/2002 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (SOUTHFIELD MI)
PA
07/07/1997 - 02/25/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
06/25/1986 - 07/11/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
04/12/1985 - 07/08/1986
BLN INVESTMENT CORP.
BC
Issued 04/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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