Unclaimed
Michael Taila is a registered investment advisor representative, currently affiliated with City National Rochdale, based in New York, NY. Michael has been in the industry since February 10, 2013 and holds licenses in multiple states, including California, Colorado, Delaware, and Tennessee. Michael is also licensed to provide investment advice.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
NY
05/20/2013 - Present
City National Rochdale (NEW YORK NY)
BOTH
Issued 05/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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