Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leibowiz is a financial advisor with over 25 years of experience. Michael has worked at several firms over the years, including Dreyfus Service Corporation, Seligman Advisors, Inc., and Signator Investors, Inc. Michael is currently registered with Osaic Wealth, Inc. and has a Series 7 and Series 65 license. Michael is also a Certified Financial Planner.
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.
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2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
NY
03/02/2011 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NY
11/29/2006 - 03/07/2011
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/21/2006 - 11/10/2006
ESSEX NATIONAL SECURITIES, INC. (STATEN ISLAND NY)
NY
10/05/2005 - 06/21/2006
PFIC SECURITIES CORPORATION (STATEN ISLAND NY)
TX
12/05/2001 - 10/05/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
07/25/2001 - 12/03/2001
DIME SECURITIES, INC. (BROOKLYN NY)
NY
06/18/1999 - 07/20/2001
DREYFUS SERVICE CORPORATION (NEW YORK NY)
MA
10/30/1997 - 06/24/1999
SELIGMAN ADVISORS, INC. (BOSTON MA)
NA
11/29/1996 - 10/08/1997
SHAMUS GROUP, INC.
NY
09/13/1995 - 12/16/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
06/07/1995 - 09/12/1995
JOSEPH STEVENS & COMPANY, L.P. (BROOKLYN NY)
IA
Issued 08/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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