Unclaimed
Michael Liebeskind is a financial professional with over 38 years of experience in the industry. Michael is currently registered with The Leaders Group, Inc. Michael has a wide range of experience, having previously been registered with M Holdings Securities, Inc., Winged Keel Securities, LLC, Mutual Service Corporation, Penn Mutual Equity Services, Inc., and Circle Properties, LTD. Michael holds multiple industry licenses, including Series 7, 24, 28, 63, 65 and SIE. Michael is licensed in 51 states and the District of Columbia.
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
NY
01/02/2020 - Present
THE Leaders Group, Inc. (New York NY)
NY
03/30/2001 - 01/16/2020
M HOLDINGS SECURITIES, INC. (NEW YORK NY)
NY
11/18/2004 - 12/06/2006
WINGED KEEL SECURITIES, LLC (NEW YORK NY)
MA
11/01/1991 - 04/03/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
PA
04/20/1990 - 10/25/1991
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NA
03/18/1986 - 12/21/1989
CIRCLE PROPERTIES,LTD.
NA
03/22/1984 - 01/19/1987
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 07/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2004
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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