Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Grzeda is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since 2018. Michael holds licenses to provide securities-related services in several states including Alabama, Connecticut, Florida, Georgia, Massachusetts, New Jersey, Ohio, Pennsylvania and Texas. Michael is also registered as an investment advisor in Florida and Texas. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc. Michael worked at Equitable Advisors, LLC and Stifel, Nicolaus & Company, Incorporated. Michael can provide a variety of services such as portfolio management for businesses, individuals, pension consulting, educational seminars, selection of other advisors and performance measurement reports.
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
FL
04/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT LAUDERDALE FL)
FL
03/10/2021 - 04/07/2022
EQUITABLE ADVISORS, LLC (BOCA RATON FL)
MO
09/25/2018 - 12/31/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
11/16/2017 - 08/31/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 10/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
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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