Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rodbell is a financial advisor at UBS Financial Services Inc. Michael has been in the financial services industry since 1986. Michael is licensed in California, Florida and Texas. Michael has a wide range of experience in the financial services industry, including experience with individual and business clients. UBS Financial Services Inc. is a leading global financial services firm that provides a wide range of products and services to individuals, families, businesses, and institutions. The firm's mission is to provide clients with the highest quality financial advice and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
06/14/2021 - Present
UBS Financial Services Inc. (WEST PALM BEACH FL)
FL
04/02/2007 - 11/10/2008
MORGAN STANLEY & CO. INCORPORATED (PALM BEACH FL)
FL
04/12/2001 - 04/02/2007
MORGAN STANLEY DW INC. (PALM BEACH FL)
NY
12/23/1986 - 04/19/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Rodbell is the right advisor for you? Invested Better is here to help.
