Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lewis Kantrowitz is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC in Waltham, MA. Michael has been in the industry since 1987 and is registered in Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, South Carolina and Tennessee. Michael has a strong background in financial services and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Leerink Swann LLC, Tucker Anthony Incorporated, Bear, Stearns & Co. Inc. and Shearson Lehman Hutton Inc. in the past.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
03/31/2017 - Present
Wells Fargo Clearing Services, LLC (WALTHAM MA)
MA
06/17/2010 - 04/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
01/15/2002 - 06/15/2010
LEERINK SWANN LLC (BOSTON MA)
MA
09/28/1998 - 02/05/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
06/27/1990 - 10/09/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
05/21/1987 - 07/25/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 09/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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