Unclaimed
Michael Kantrowitz is a financial professional with over 17 years of experience in the industry. Michael has worked for several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, International Strategy & Investment Group Inc., Wolfe Trahan Securities, and Cornerstone Macro LLC. Michael is currently registered with Piper Sandler & Co. where Michael's expertise and experience can benefit clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
NY
02/11/2022 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
04/28/2014 - 02/16/2022
CORNERSTONE MACRO LLC (New York NY)
NY
06/14/2010 - 04/30/2013
WOLFE TRAHAN SECURITIES (NEW YORK NY)
NY
03/30/2007 - 02/16/2010
INTERNATIONAL STRATEGY & INVESTMENT GROUP INC. (NEW YORK NY)
NY
12/04/2003 - 02/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/18/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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