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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Goldfader is a financial advisor with Sanctuary Advisors, LLC. Michael has been in the financial services industry since 1991. Michael is registered with the state of California and holds a Series 63, Series 7, Series 8, Series 9, Series 10, and Series 3 licenses. Michael has previously been with UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Michael has extensive experience working with high-net-worth individuals, corporations, and charitable organizations. Michael specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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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CA
04/09/2024 - Present
Sanctuary Advisors, LLC (COSTA MESA CA)
CA
04/16/2020 - 04/09/2024
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
08/14/1998 - 04/02/2020
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
NY
05/13/1991 - 08/18/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2001
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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