Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brandt is a financial advisor with Private Advisor Group, LLC. Michael has over 14 years of experience in the financial services industry. Michael holds Series 66, SIE and Series 7 licenses and is registered with the state of New York. Michael has previously worked at LPL Financial LLC and Cetera Investment Services LLC. Michael provides financial planning, portfolio management for individuals and businesses, and other financial services. Michael is committed to providing personalized financial advice to help 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
04/18/2023 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
02/02/2016 - 01/18/2023
LPL FINANCIAL LLC (ALBANY NY)
NY
04/28/2015 - 02/02/2016
CETERA INVESTMENT SERVICES LLC (Albany NY)
NY
02/05/2015 - 04/28/2015
CETERA INVESTMENT SERVICES LLC (Albany NY)
NY
10/27/2010 - 01/28/2015
LPL FINANCIAL LLC (ALBANY NY)
NY
08/14/2008 - 09/14/2010
AXA ADVISORS, LLC (CLIFTON PARK NY)
BOTH
Issued 09/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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