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 Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since 1998 and has been registered with the firm since 2008. Michael has a wide range of experience in the financial services industry, including securities, futures, and investment advisory. Michael is a licensed investment advisor representative in California, Delaware, Florida, Pennsylvania, and Texas. Michael's areas of specialization include fixed income, equity, mutual funds, variable annuities, and retirement planning. Michael provides a range of services to his clients, including investment advisory, portfolio management, and financial planning.
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 1/7/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/1999
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
Not sure Michael D'allaird is the right advisor for you? Invested Better is here to help.
