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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Goldsmith is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with LPL Financial LLC and Private Advisor Group, LLC. Michael has experience working with individuals, businesses, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Michael holds Series 6, 7 and 63 licenses and is a Certified Financial Planner. Michael Goldsmith is dedicated to providing financial advice and services to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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NY
01/17/2024 - Present
LPL Financial LLC (MASSAPEQUA NY)
NY
01/02/2002 - 01/30/2007
SECURITIES AMERICA, INC. (WANTAGH NY)
NY
01/14/1999 - 01/07/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
10/24/1994 - 01/14/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
03/20/1990 - 10/21/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/20/1990 - 10/21/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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