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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 D. MacRi is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Michael D. MacRi has been in the industry since 2006 and is currently licensed in Florida, New Jersey, New York, and Texas. Michael D. MacRi has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2005. Prior to that, Michael D. MacRi was associated with Trillium Trading LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael D. MacRi is Series 7, 9, 10, 55, 57TO, 63, and 66 licensed. Michael D. MacRi specializes in providing financial and investment advisory services.
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
02/18/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ISELIN NJ)
NY
08/18/2008 - 01/04/2010
TRILLIUM TRADING LLC (NEW YORK NY)
NJ
12/14/2005 - 08/20/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BC
Issued 06/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/13/2005
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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