Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bueno is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Michael is licensed in 53 states and has been in the industry since 2016. Michael has a Series 7, Series 63 and Series 66 license and has been affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2022. Prior to that, Michael was with Robinhood Financial, LLC and Charles Schwab & Co., Inc.. Michael specializes in portfolio management for individuals and businesses, as well as pension consulting. Michael is also able to provide educational seminars and selection of other advisors to clients.
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
AZ
01/31/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
AZ
01/04/2021 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
TX
06/24/2020 - 12/10/2020
CHARLES SCHWAB & CO., INC. (El Paso TX)
AZ
10/11/2016 - 05/20/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 09/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 7 - General Securities Representative 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
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