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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 David Levinson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered with FINRA and the SEC. Levinson has been in the industry since 2009. Levinson is a licensed investment advisor in Connecticut, Florida and Texas and is also registered as a general securities representative. Levinson has been with Merrill Lynch since 2011.
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
FL
01/28/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
NY
07/10/2010 - 08/09/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
03/17/2010 - 07/20/2010
THOMAS WEISEL PARTNERS LLC (NEW YORK NY)
MA
03/11/2009 - 02/08/2010
FTN EQUITY CAPITAL MARKETS CORP. (BOSTON MA)
IA
Issued 10/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
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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