Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Silverstein is a financial advisor with over 17 years of experience in the industry. Michael is a registered representative with Osaic Wealth, Inc., a firm with over $94 billion in assets under management. Michael has a wide range of experience working with a variety of clients, including individuals, high-net-worth individuals, families, businesses, and retirement plans. Michael provides a variety of services, including financial planning, investment management, and portfolio management. Michael is committed to helping 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.
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NY
11/03/2023 - Present
Osaic Wealth, Inc. (PITTSFORD NY)
NY
12/01/2016 - 11/03/2023
FSC SECURITIES CORPORATION (PITTSFORD NY)
NY
03/08/2012 - 12/01/2016
CADARET, GRANT & CO., INC. (WEST HENRIETTA NY)
NY
12/14/2007 - 03/09/2012
HSBC SECURITIES (USA) INC. (AVON NY)
NY
04/02/2007 - 12/10/2007
MORGAN STANLEY & CO., INCORPORATED (ROCHESTER NY)
NY
06/05/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ROCHESTER NY)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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