Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sackstein is a financial advisor with over 20 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Connecticut, Michigan, New York, Pennsylvania, South Carolina and Vermont. Michael has previously been registered with other firms, including Cabot Lodge Securities LLC, E*TRADE Clearing LLC, Ehrenkranz King Nussbaum, Inc., and Weatherly Securities Corporation. Michael has a broad range of experience in financial planning, portfolio management and investment advisory services. He provides services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. Michael is committed to providing personalized advice and guidance to help his clients 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Commack NY)
IL
04/22/2013 - 10/21/2013
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
NJ
02/25/2011 - 12/07/2012
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NY
12/21/2001 - 06/14/2005
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
NY
10/22/2001 - 12/21/2001
EHRENKRANTZ KING NUSSBAUM (NEW YORK NY)
NY
09/24/1999 - 10/22/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
12/22/1997 - 10/19/1999
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
06/23/1997 - 11/17/1997
ALEX MOORE & COMPANY, INC. (MELVILLE NY)
NY
09/26/1994 - 05/27/1997
H G I (JERICHO NY)
NY
10/02/1993 - 08/26/1994
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
NY
07/21/1992 - 06/22/1993
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BOTH
Issued 06/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2012
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Sackstein is the right advisor for you? Invested Better is here to help.
