Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Guertin is a financial advisor who has been in the industry since 2007. Currently, Michael is registered with Morgan Stanley Distribution, Inc. Previously, Michael was registered with EATON VANCE DISTRIBUTORS, INC. and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Michael holds the Series 6, Series 63, and SIE licenses.
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.
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MA
03/17/2023 - Present
Morgan Stanley Distribution, Inc. (Boston MA)
MA
06/01/2011 - 03/17/2023
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
02/26/2002 - 06/08/2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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