Unclaimed
Michael Geddes Poelman is a financial professional registered with PJT Partners LP in Santa Monica, California. Michael has been in the industry since 2012 and holds a Series 63, Series 79, and SIE license. Michael has also been registered with Blackstone Advisory Partners L.P. and UBS 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.
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
CA
08/28/2015 - Present
PJT Partners LP (Santa Monica CA)
NY
10/07/2014 - 10/01/2015
BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)
NY
09/24/2012 - 09/02/2014
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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