Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Black is a financial professional with over 15 years of experience in the industry. Michael has a strong background in securities, with a focus on portfolio management for individuals and businesses. Michael is currently registered with BNY Mellon Securities Corp. and holds a Series 7, Series 24, Series 63 and Series 66 licenses. Previously, Michael has worked for FIDELITY BROKERAGE SERVICES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CITIGROUP GLOBAL MARKETS INC. Michael provides investment advice to a wide range of clients, including high net worth individuals, corporations and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
MA
03/21/2023 - Present
BNY Mellon Securities Corp. (BOSTON MA)
MA
09/03/2014 - 01/20/2023
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
11/02/2007 - 05/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
09/03/2003 - 11/15/2007
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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