Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wylie Schnitman is a financial advisor based in Wellesley Hills, MA. Michael has been in the financial industry since June 3, 2007. Currently, Michael is registered with Sun Life Institutional Distributors (u.s.) LLC. Prior to that, Michael was registered with Foreside Fund Services, LLC and Putnam Retail Management Limited Partnership.
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.
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.
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MA
09/20/2023 - Present
SUN Life Institutional Distributors (u.s.) LLC (WELLESLEY HILLS MA)
MA
03/24/2015 - 04/18/2023
FORESIDE FUND SERVICES, LLC (Boston MA)
MA
03/20/2006 - 06/09/2014
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 02/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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