Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Annicelli is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been working in the industry since November 26, 1996. Michael has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2014. Michael is licensed to conduct business in California, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Utah, Virginia, and Wyoming.
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
NY
04/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
12/01/2008 - 01/15/2014
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
04/02/2007 - 12/02/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
04/16/2004 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
11/27/1996 - 04/30/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 01/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
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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