Unclaimed
Michael Chrzanowski is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the securities industry since June 5, 2018, and has experience with various investment products and services. Michael has passed the Series 7, Series 7TO, SIE and Series 66 exams and is registered with the Financial Industry Regulatory Authority (FINRA) and with several states. In addition to Michael's experience at Merrill Lynch, Pierce, Fenner & Smith Inc., Michael has previously worked at UBS Financial Services Inc. and AXA Advisors, LLC.
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
12/13/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PRINCETON NJ)
NJ
01/08/2016 - 02/25/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
09/23/2015 - 12/16/2015
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 12/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2015
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
Not sure Michael Chrzanowski is the right advisor for you? Invested Better is here to help.