Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leonard Barsky is a financial advisor with M Holdings Securities, Inc. based in Bethesda, Maryland. Michael has been working in the financial industry since 1998 and holds Series 6, 7, 63 and 66 licenses. Michael has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, and other clients. Michael specializes in providing financial planning, portfolio management, pension consulting, and educational seminars.
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
MD
11/10/2021 - Present
M Holdings Securities, Inc. (BETHESDA MD)
MA
11/04/2019 - 04/26/2021
M HOLDINGS SECURITIES, INC. (NEEDHAM MA)
NY
10/23/2012 - 10/10/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
MA
05/14/2009 - 12/22/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
06/17/2005 - 04/24/2009
PARK AVENUE SECURITIES LLC (WOODBURY NY)
NY
08/17/2000 - 05/26/2005
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
10/16/1995 - 11/05/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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