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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 Edward Mullin is a financial advisor who is currently registered with Claro Advisors, LLC. Michael Edward Mullin has been in the financial services industry since 1996 and is registered in Massachusetts. Michael Edward Mullin previously worked with a number of firms including Jefferies & Company, Inc., Thomas Weisel Partners LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael Edward Mullin has a number of licenses and certifications including Series 6, 7, 10, 63, 65, and 66 and is also a Chartered Financial Analyst. Michael Edward Mullin offers a variety of advisory services including financial planning, investment management for individuals, pension consulting, and other consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
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2
MA
11/23/2016 - Present
Claro Advisors, LLC (Boston MA)
MA
04/27/2007 - 04/10/2008
JEFFERIES & COMPANY, INC. (BOSTON MA)
MA
10/06/2005 - 05/07/2007
THOMAS WEISEL PARTNERS LLC (BOSTON MA)
NY
08/06/1997 - 04/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/12/1997 - 05/15/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/12/1997 - 05/15/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
12/09/1996 - 05/09/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/09/1996 - 05/09/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 09/29/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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