Michael Zelman
Professional Summary
Michael Zelman is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
BROCKHOUSE & COOPER INC. | PGM GLOBAL INC. | PAVILION GLOBAL MARKETS LTD.
Contact Information
Main Address
1010 De La Gauchetiere W - Suite 2010, Montreal Quebec, H3B 2N2Mailing Address
1010 De La Gauchetiere W, Suite 2010, Montreal Quebec, H3B 2N2Phone Number
(514) 932-7171Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(12/3/2014)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 37 — Canada Module of the General Securities Registered Representative (With Options Questions)
Passed Jul 2006SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Zelman's CRS (Customer Relationship Summary).
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