Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vincent Frieda is a financial professional with over 40 years of experience in the industry. Michael is currently registered with Private Client Services, LLC, serving clients in various locations, including Louisville, KY, New York, NY, and Boynton Beach, FL. Prior to that, Michael held positions with several other firms, including Woodbury Financial Services, Inc., 1717 Capital Management Company, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Michael holds licenses in various states and has passed a number of examinations including the Series 6, 7, 22, 24, 63, 65, 99TO and SIE exams. Michael is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans.
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.
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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2
KY
02/01/2021 - Present
Private Client Services, LLC (LOUISVILLE KY)
NY
10/08/2003 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (NEW YORK NY)
DE
03/03/1993 - 08/15/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
02/12/1987 - 03/10/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/12/1987 - 03/10/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
01/02/1988 - 01/03/1988
MML INVESTORS SERVICES, INC.
NA
11/10/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
01/05/1984 - 02/27/1987
MML INVESTORS SERVICES, INC.
NA
12/28/1982 - 08/08/1983
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 02/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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