Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Friedman is a financial advisor with over 15 years of experience in the industry. Michael is currently registered with Rockefeller Financial LLC and holds Series 63, 65, 7, and SIE licenses. Michael is also a registered investment advisor in Pennsylvania and Texas. Michael has worked with several firms in the past, including Morgan Stanley, PNC Investments, and Merrill Lynch. Michael specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, families, and businesses.
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.
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.
1
2
PA
10/18/2024 - Present
Rockefeller Financial LLC (Newtown PA)
NJ
06/23/2016 - 03/04/2020
MORGAN STANLEY (TOMS RIVER NJ)
NJ
05/07/2015 - 06/09/2016
PNC INVESTMENTS (VOORHEES NJ)
NJ
05/09/2006 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
IA
Issued 04/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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