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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 Lesher is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Michael holds Series 7, 6, 63 and 66 licenses, as well as the Series 24. Michael has been a registered representative in the securities industry since 2000 and has worked for several firms. Michael is registered in 43 states and the District of Columbia, and also holds an active Investment Advisor Representative (IAR) registration in Pennsylvania and Texas.
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
PA
01/17/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLUE BELL PA)
PA
08/26/2016 - 10/18/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
SC
03/01/2001 - 05/11/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
11/13/2000 - 11/30/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 11/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2000
Series 6 - Investment Company Products/Variable Contracts 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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