Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edelman is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with Baron Silver Stevens Financial Advisors, LLC, and holds the Series 7, Series 63, Series 24 and Series 4 licenses. Michael is also a Certified Financial Planner. Prior to joining Baron Silver Stevens Financial Advisors, LLC, Michael held positions at Fidelity Brokerage Services LLC, John Hancock Distributors LLC, Sig Securities, LLC, NFP Securities, Inc., Securities America, Inc., and H.D. Vest Investment Securities, Inc. Michael specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Shares in fees charged by third party money managers
1
2
FL
08/07/2019 - Present
Baron Silver Stevens Financial Advisors, LLC (BOCA RATON FL)
FL
10/26/2015 - 07/02/2019
FIDELITY BROKERAGE SERVICES LLC (NAPLES FL)
MA
03/20/2006 - 10/13/2015
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
TX
10/13/2003 - 03/01/2006
SIG SECURITIES, L.L.C. (DALLAS TX)
TX
06/30/1999 - 10/07/2003
NFP SECURITIES, INC. (AUSTIN TX)
NE
09/10/1992 - 06/30/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
08/20/1987 - 09/02/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 08/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1989
Series 24 - General Securities Principal Examination
BC
Issued 09/09/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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