Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Finkel is a financial advisor in New York with over 10 years of experience in the financial services industry. Michael has worked at Goldman Sachs & Co. and Kore Private Wealth before joining Corient. Michael holds Series 7, Series 63, Series 52, Series 7TO, Series 52TO, and SIE licenses. Michael is a registered Investment Advisor in New York and Texas.
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.
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.
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.
% of assets under advisement
1
2
NY
12/12/2022 - Present
Corient (New York NY)
NY
05/27/2016 - 03/09/2021
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
IA
Issued 11/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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