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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Beckerman is a financial advisor who has been in the industry since 2000. Michael is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 63, 65, 7 and SIE licenses. Michael is a highly experienced financial advisor who is committed to helping clients achieve their financial goals. Michael has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Michael is dedicated to providing personalized financial advice and services. Michael has a deep understanding of the financial markets and is committed to staying abreast of the latest industry trends. Michael is a valuable resource for clients seeking to develop and implement a comprehensive financial plan.
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
03/22/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
BC
Issued 09/29/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
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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