Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bale is a financial advisor who has been in the industry since 2011. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Michael is licensed to provide financial advice in multiple states, including New Jersey, Texas, and Arizona. Michael specializes in providing financial advice to individuals, businesses, and charitable organizations. Michael has a strong track record of success in helping clients achieve their financial goals.
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
NJ
01/21/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTVALE NJ)
NJ
10/01/2012 - 01/28/2021
J.P. MORGAN SECURITIES LLC (PARK RIDGE NJ)
NJ
01/11/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FAIRLAWN NJ)
NJ
03/17/2011 - 01/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LEE NJ)
BOTH
Issued 05/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2011
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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