Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Parker is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with Rockefeller Financial LLC, a firm that provides a variety of financial services, including financial planning, investment management, and pension consulting. Michael has a wide range of experience in working with individuals, businesses, and charitable organizations. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
NY
02/03/2021 - Present
Rockefeller Financial LLC (NEW YORK NY)
MN
10/10/2017 - 03/12/2019
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
NY
09/15/2010 - 10/03/2017
HIGHTOWER SECURITIES, LLC (NEW YORK NY)
CA
10/29/2009 - 09/13/2010
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
NY
06/01/2009 - 07/29/2009
MORGAN STANLEY SMITH BARNEY (ALBANY NY)
NY
05/08/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALBANY NY)
MA
12/01/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BOSTON MA)
NY
10/07/1994 - 05/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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