Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bird is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Kovack Advisors, Inc. and holds Series 63, 65, 7 and SIE licenses. Prior to joining Kovack Advisors, Inc., Michael has been with several other firms including Arete Wealth Management, LLC, American Portfolios Financial Services, Inc., UBS Financial Services Inc. and Oppenheimer & Co., Inc. Michael has worked in Katonah, NY for a significant part of their career. Michael is registered in 24 states for both broker-dealer and investment advisor activities.
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.
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
05/02/2024 - Present
Kovack Advisors, Inc. (Katonah NY)
NY
10/27/2023 - 05/02/2024
ARETE WEALTH MANAGEMENT, LLC (Brewster NY)
NY
08/06/2009 - 11/10/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Katonah NY)
NY
10/07/1994 - 08/06/2009
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
NY
06/12/1987 - 09/30/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
05/22/1984 - 06/22/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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