Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dylan Carmichael is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew Carmichael has been in the industry for 2 years and holds FINRA Series 7, 66 and SIE registrations and has a total of 7 approved registrations. Matthew Carmichael is registered with and advises clients in District of Columbia, Maryland, Texas and Virginia and specializes in fixed income, mutual funds, variable annuities, retirement plans and options. Matthew Carmichael's current firm is Merrill Lynch, Pierce, Fenner & Smith Inc. which is headquartered in New York, NY and has more than 12500 licensed agents, and $1.3 trillion in assets under management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
09/22/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VIENNA VA)
BOTH
Issued 09/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Carmichael is the right advisor for you? Invested Better is here to help.
