Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Medici is a financial advisor with over 17 years of experience in the industry. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where Michael provides financial advice to individual investors, businesses, corporations, and other entities. Michael is also registered with BANC OF AMERICA INVESTMENT SERVICES, INC. Michael holds licenses in over 30 states and has achieved Series 66, Series 7 and SIE exam designations. Michael provides a range of services, including portfolio management, performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, and selection of other advisors.
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
RI
01/09/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVIDENCE RI)
RI
09/15/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
BOTH
Issued 09/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
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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