Unclaimed
Michael Kleinstein is a financial professional with over 10 years of experience in the financial industry. Michael is currently registered with The Leaders Group, Inc. Previously, Michael was registered with ALT FUND DISTRIBUTORS LLC, MIDAMERICA FINANCIAL SERVICES, INC., FINANCIAL PRODUCTS, LLC, and MBSC SECURITIES CORPORATION. Michael holds FINRA Series 66, SIE, and Series 7 licenses. Michael is currently registered in Florida, Illinois, New Jersey, and New York.
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.
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.
1
2
CO
01/03/2023 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NY
01/05/2015 - 06/30/2021
ALT FUND DISTRIBUTORS LLC (NEW YORK NY)
NY
06/29/2012 - 12/31/2014
MIDAMERICA FINANCIAL SERVICES, INC. (New York NY)
NY
11/10/2010 - 11/30/2011
FINANCIAL PRODUCTS, LLC (NEW YORK NY)
NY
10/16/2007 - 03/12/2010
MBSC SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 01/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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