Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gailis Lutz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Denver, Colorado. Michael has been in the financial services industry since 2012 and has a combined experience of over 10 years in the industry. Michael is registered to offer securities in 49 states and is also an Investment Advisor Representative in Colorado and Texas. Michael is well-versed in various financial services, including portfolio management, investment advisory, and financial planning. Before joining Merrill Lynch, Michael was also employed at UBS Financial Services Inc and LPL Financial 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
CO
12/22/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DENVER CO)
CA
04/25/2013 - 11/29/2016
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
CO
02/22/2012 - 04/22/2013
LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2012
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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