Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wallace is a financial advisor who is registered with Keybanc Capital Markets Inc. in Cleveland, Ohio. Michael has been in the financial services industry for over 23 years. Michael is a Series 7, 9, 10, 27, 66, 99TO and SIE licensed advisor and has been in the financial services industry since 1997.
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.
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.
1
2
OH
01/19/2009 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
OH
06/27/1997 - 02/20/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 09/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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