Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Siden is an investment advisor representative who has been working in the financial industry since June 19, 1989. Michael is currently registered with Rockefeller Financial LLC and has previously worked with Morgan Stanley, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., Smith Barney Inc., Lehman Brothers Inc. and Smith Barney, Harris Upham & Co., Incorporated. Michael holds the Series 63, SIE and Series 7 licenses and provides financial planning, pension consulting, and portfolio management services to individuals, businesses and institutional clients.
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
FL
09/04/2019 - Present
Rockefeller Financial LLC (Boca Raton FL)
NY
06/01/2009 - 09/03/2019
MORGAN STANLEY (NEW YORK NY)
NY
08/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
01/19/1996 - 09/08/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
07/31/1993 - 02/01/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
03/30/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/20/1989 - 04/09/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 06/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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