Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cannon is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since January 29, 2018. Michael holds a Series 66, a Series 7, and a Series SIE. Michael has a total of 17 approved state registrations, including New York, New Jersey, and Texas, and 3 approved investment advisor state registrations, including New York, New Jersey, and Texas. Michael has experience working at Morgan Stanley and Trustco Bank. Michael is also a board member of the Community Foundations of the Hudson Valley and the Chamber of Commerce of Washington Heights and Inwood.
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
NY
01/26/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
02/09/2018 - 02/16/2023
MORGAN STANLEY (POUGHKEEPSIE NY)
NY
12/05/2017 - 12/14/2017
MORGAN STANLEY (ALBANY NY)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
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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