Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael D'allaird is a financial advisor with over 24 years of experience in the financial industry. Michael has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2008. Prior to joining Merrill Lynch, Michael worked at Citicorp Global Markets Inc., Morgan Stanley DW Inc. and Morgan Stanley & Co., Incorporated. Michael holds Series 7, 31, 63 and 65 licenses as well as the SIE. Michael is registered in 33 states. In addition to his advisory services at Merrill Lynch, Michael also owns and operates a vineyard and orchard in Pennsylvania. Michael's experience and expertise make him a valuable resource for individuals and families looking for financial advice.
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
PA
02/27/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE PA)
DE
08/11/2003 - 07/02/2008
CITIGROUP GLOBAL MARKETS INC. (WILMINGTON DE)
NY
12/16/1998 - 08/12/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/21/2001 - 03/15/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 01/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1998
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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