MZ
Michael Zelman
PGM GLOBAL
Montreal Quebec, H3B 2N2
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CRD#: 5137312
MZ
Professional summary
Michael Zelman is a registered financial professional currently at PGM GLOBAL INC. .
Michael is registered as a RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 1 firm and has passed the Series 63, SIE, Series 37 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Michael Zelman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 21, 2006 - Present
PGM GLOBAL INC.
Office #1: 1010 De La Gauchetiere W - Suite 2010, Montreal Quebec, H3B 2N2Office #2: 1010 De La Gauchetiere W - Suite 2010, Montreal Quebec, H3B 2N2BD
CRD#: 104387
Montreal Quebec,
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Massachusetts(12/3/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 37
Date: 7/14/2006
Canada Module of the General Securities Registered Representative (With Options Questions)Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PG
PGM GLOBAL INC.
BROCKHOUSE & COOPER INC. | PGM GLOBAL INC. | PAVILION GLOBAL MARKETS LTD.
CRD#: 104387 / SEC#: , 8-52850
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
1010 De La Gauchetiere W - Suite 2010, Montreal Quebec, H3B 2N2
Mailing Address
1010 De La Gauchetiere W, Suite 2010, Montreal Quebec, H3B 2N2
Phone number
(514) 932-7171
Established
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (1 States and Territories)
Documents
Red Flags
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