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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomason is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial services industry since 2009 and has a strong background in providing investment advice. Michael has passed several industry exams, including the Series 7, Series 63, Series 66 and Series 24. Michael is licensed to provide investment advice in multiple states including Texas, Colorado, Florida, Illinois, Maryland, Michigan, North Carolina, Oklahoma, South Carolina, California, District of Columbia, Delaware, New York, Missouri and Ohio. Michael specializes in providing a variety of advisory services, including portfolio management for individuals and businesses, selection of other advisors, and educational seminars.
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
TX
10/26/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MCKINNEY TX)
TX
06/16/2014 - 10/30/2018
CUSO FINANCIAL SERVICES, L.P. (PLANO TX)
TX
02/13/2013 - 06/17/2014
WELLS FARGO ADVISORS, LLC (FLOWER MOUND TX)
TX
07/16/2009 - 06/30/2011
SCOTTRADE, INC. (SOUTHLAKE TX)
BOTH
Issued 05/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2009
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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