Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Booth is an investment advisor representative with Edward Jones, based in Rochester, New York. Michael has been in the industry since 2011. He is licensed to provide investment advice in several states, including New York, Missouri, Texas, and others. Michael has a broad range of experience in the financial industry, having worked for multiple firms in different capacities. Previous firms include CADARET, GRANT & CO., INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael has earned the Series 6, Series 7, and Series 66 securities licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
12/20/2018 - Present
Edward Jones (ROCHESTER NY)
NY
09/17/2013 - 06/10/2016
CADARET, GRANT & CO., INC. (Clarence NY)
NY
01/03/2012 - 08/28/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATAVIA NY)
NY
10/14/2011 - 11/03/2011
SIGNATOR INVESTORS, INC. (WILLIAMSVILLE NY)
BOTH
Issued 04/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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