Unclaimed
Michael Gerard Dietrich is a financial professional with over 10 years of experience in the industry. Michael has a strong track record of success in providing financial advice to clients. Michael is currently registered with Lazard Asset Management Securities LLC. Prior to joining Lazard Asset Management Securities LLC, Michael worked at Pacer Financial, Inc., Eaton Vance Distributors, Inc., UBS Financial Services Inc., and Morgan Stanley. Michael holds the Series 31, SIE, and Series 7 licenses. Michael is registered in 52 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
01/30/2024 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
PA
10/19/2021 - 01/09/2024
PACER FINANCIAL, INC. (MALVERN PA)
MA
07/07/2016 - 10/14/2021
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
07/03/2013 - 07/07/2016
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
11/29/2012 - 07/23/2013
MORGAN STANLEY (BOSTON MA)
BOTH
Issued 01/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Dietrich is the right advisor for you? Invested Better is here to help.