Unclaimed
Michael Feldman is a Registered Representative and Investment Advisor Representative who has been in the industry since 2014. Michael is currently employed by Virtus Investment Advisers, Inc. and previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael specializes in investment companies and has a strong understanding of investment strategies. Michael has Series 66, SIE and Series 7 licenses and has a proven track record of success in the financial services industry.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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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.
A percentage of the total value of assets under management is charged.
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2
CT
11/09/2016 - Present
Virtus Investment Advisers, Inc. (HARTFORD CT)
CT
12/15/2014 - 10/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)
BOTH
Issued 03/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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