Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Brener is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 30 years of experience in the financial services industry. He has a strong track record of providing clients with personalized financial advice and investment strategies. Michael holds the Series 3, 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) designation. Michael has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1998. Prior to that, Michael worked at Prudential Securities Incorporated. Michael specializes in providing investment advice to individuals, corporations, and other businesses. He also has experience in working with charitable organizations, pension and profit-sharing plans, and insurance companies. Michael is also a board member of Neve Michael Childrens Village Inc.
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
FL
11/12/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AVENTURA FL)
NY
12/14/1992 - 09/18/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1992
Series 3 - National Commodity Futures 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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