Unclaimed
Michael Bird is a registered investment advisor representative, with Snowden Capital Advisors LLC. Michael has been in the financial industry since December 1983 and has worked at various firms, including Roosevelt & Cross, Incorporated and Barr Brothers & Co., Inc. Michael has a wide range of experience in providing investment advice to individuals, corporations, and charitable organizations. Michael offers financial planning services, pension consulting, educational seminars, and portfolio management services.
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.
1
2
NY
01/30/2017 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NJ
12/10/2002 - 06/29/2012
ROOSEVELT & CROSS, INCORPORATED (JERSEY CITY NJ)
NY
11/30/1983 - 12/10/2002
BARR BROTHERS & CO., INC. (NEW YORK NY)
IA
Issued 09/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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