Unclaimed
Michael Roy Blueweiss is a financial advisor with Arete Wealth Advisors, LLC. Michael Roy Blueweiss has 42 years of experience in the financial services industry. Michael Roy Blueweiss is registered to provide investment advice in Florida, New Jersey, and New York. Michael Roy Blueweiss is also registered to provide securities services in Arizona, California, Colorado, Florida, Minnesota, Nevada, New Jersey, New York, and North Carolina. Michael Roy Blueweiss is also a registered representative of Arete Wealth Advisors, LLC and National Securities Corporation.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
NY
07/20/2022 - Present
Arete Wealth Advisors, LLC (Melville NY)
NY
11/30/2017 - 07/20/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
08/14/1996 - 10/20/2017
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
02/12/1988 - 08/21/1996
SMITH BARNEY INC. (NEW YORK NY)
NA
04/13/1981 - 02/19/1988
DAVID LERNER ASSOCIATES, INC.
IA
Issued 12/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/11/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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