Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Steven Kinstler is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with Wells Fargo Clearing Services, LLC, and has held previous registrations with several other firms. Michael has a wide range of experience in the financial services industry, including investment consulting services to institutional clients, financial planning, and portfolio management for both individuals and businesses. Michael Steven Kinstler's specializations include retirement planning, education planning, insurance, and estate planning. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds both Series 7 and Series 63 licenses.
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.
Investment consulting services to institutional clients
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.
1
2
NY
07/08/2024 - Present
Wells Fargo Clearing Services, LLC (WOODBURY NY)
NY
05/16/1994 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
05/27/1993 - 05/27/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
WI
07/06/1988 - 05/28/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
09/04/1987 - 07/14/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
04/09/1987 - 07/27/1987
DOMESTIC ARBITRAGE GROUP, INC.
NA
01/15/1987 - 01/28/1987
MICHAEL PHILIP SECURITIES, INC.
NA
08/21/1986 - 01/19/1987
MARGATE SECURITIES, INC.
NA
07/14/1986 - 09/04/1986
INVESTORS CENTER INCORPORATED
NA
12/23/1985 - 05/27/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Kinstler is the right advisor for you? Invested Better is here to help.
