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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 Dowd is an investment advisor representative currently registered with Seacrest Wealth Management, LLC, and previously with Purshe Kaplan Sterling Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Oppenheimer & Co. Inc., Bear, Stearns & Co. Inc., and Smith Barney, Harris Upham & Co., Incorporated. Michael has a long history in the industry, dating back to 1984, and is a Series 65 and 63 exam holder. Michael currently offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals 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.
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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NY
12/26/2019 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
NY
09/21/2016 - 05/28/2019
PURSHE KAPLAN STERLING INVESTMENTS (PURCHASE NY)
CT
06/24/2011 - 07/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
CT
05/14/2008 - 07/01/2011
OPPENHEIMER & CO. INC. (STAMFORD CT)
NY
07/31/1987 - 05/22/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
08/05/1985 - 08/18/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
10/26/1984 - 11/30/1984
KANAN SECURITIES, INC.
IA
Issued 10/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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