Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J. Ebert is a financial professional with over 20 years of experience in the financial services industry. Michael has held various roles at several reputable firms including Goldman, Sachs & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated and currently works at Credit Suisse Securities (usa) LLC. Michael holds a variety of licenses and registrations including Series 3, 4, 7, 24, 55, 57TO, 63 and SIE, demonstrating a broad range of expertise in the financial markets. Michael is a registered principal and investment advisor representative with the firm and is currently registered in four states. Michael's primary focus is on providing portfolio management for pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
09/06/2017 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
NY
09/01/2004 - 07/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/18/2002 - 05/14/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 07/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2010
Series 4 - Registered Options Principal Examination
BC
Issued 10/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/07/2009
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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