Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schultz is a financial professional with over 27 years of experience in the financial services industry. Michael is currently a registered representative with Bernstein Institutional Services LLC, working primarily with institutional clients. Prior to joining Bernstein, Michael spent nearly three years with SG Americas Securities, LLC and seven years with Barclays Capital Inc. Michael has a strong background in securities trading, investment banking, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NY
03/22/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
06/24/2021 - 04/08/2024
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
09/05/2014 - 07/08/2021
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/14/2009 - 04/07/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
10/10/2006 - 07/02/2009
ABN AMRO INCORPORATED (GREENWICH CT)
NY
03/12/2004 - 10/10/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/29/1998 - 03/04/2004
UBS SECURITIES LLC (NEW YORK NY)
CT
09/02/1997 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
NY
06/03/1996 - 09/02/1997
SBC WARBURG, INC. (NEW YORK NY)
NY
01/01/1996 - 06/03/1996
S.G. WARBURG & CO. INC. (NEW YORK NY)
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 08/28/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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FINRA
I
Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
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NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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