Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Maurice Rundle is an investment advisor representative associated with Hudson Valley Investment Advisors, Inc. Michael has been in the industry since 1997, and has extensive experience in the financial field. Michael's experience includes time with SWS Financial Services, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is registered in New York and Texas.
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.
Strategic management for diversified investment portfolios.
Investment and 1031 exchange consulting services
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.
Plan assets under advisement
1
2
NY
02/07/2014 - Present
Hudson Valley Investment Advisors, Inc. (GOSHEN NY)
NY
03/01/2007 - 03/17/2008
SWS FINANCIAL SERVICES (GOSHEN NY)
NY
02/26/1999 - 07/13/2006
CITIGROUP GLOBAL MARKETS INC. (GOSHEN NY)
NY
04/11/1997 - 02/04/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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