Unclaimed
Michael Sinodinos is a financial advisor with over 9 years of experience in the industry. Michael is currently registered with Morgan Stanley and holds a Series 7, Series 55, Series 63, and Series 66 licenses. Michael provides financial advice to individuals, high-net-worth individuals, businesses, investment clubs, charitable organizations, pension and profit-sharing plans, insurance companies, and investment companies. Michael has previously worked with KCG Americas LLC, Rim Securities LLC, City National Securities, Inc., and Family Management Securities, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/01/2020 - Present
Morgan Stanley (New York NY)
NY
04/06/2018 - 08/28/2018
FAMILY MANAGEMENT SECURITIES, LLC (NEW YORK NY)
NY
06/12/2017 - 03/30/2018
CITY NATIONAL SECURITIES, INC. (NEW YORK NY)
NY
06/16/2016 - 03/30/2018
RIM SECURITIES LLC (NEW YORK NY)
NJ
03/02/2015 - 06/13/2016
KCG AMERICAS LLC (JERSEY CITY NJ)
BOTH
Issued 01/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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