Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tobin is a registered investment advisor representative with Hightower Advisors, LLC. Michael has been in the financial services industry since 2006. Michael is registered in 26 states as well as the District of Columbia. Michael has held previous positions with UBS Financial Services Inc. and Citigroup Global Markets Inc. Michael provides investment advisory services to individuals, businesses, corporations, and other institutions. Michael also has experience in financial planning, pension consulting, and selection of other advisors.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
03/18/2021 - Present
Hightower Advisors, LLC (NEW YORK NY)
NY
08/22/2007 - 01/12/2015
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
09/22/2006 - 09/06/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 03/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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