Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Holden is a financial advisor with BNY Mellon Securities Corp. Michael has over 30 years of experience in the financial services industry. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 9, 10, 24, 31, 63, 65, 99, and SIE licenses. Michael specializes in portfolio management for individuals and businesses. Michael has held previous roles at VALIC Financial Advisors, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., DREYFUS SERVICE CORPORATION, G. R. PHELPS & CO., INC., and MFS FINANCIAL SERVICES, INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
FL
08/11/2009 - Present
BNY Mellon Securities Corp. (Jupiter FL)
FL
06/29/2009 - 08/11/2009
VALIC FINANCIAL ADVISORS, INC. (WEST PALM BEACH FL)
FL
03/11/2008 - 02/09/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST PALM BEACH FL)
FL
11/22/2005 - 03/07/2008
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
05/29/2003 - 11/14/2005
CHARLES SCHWAB & CO., INC. (BOCA RATON FL)
NY
08/08/1991 - 12/02/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
09/24/1990 - 08/06/1991
G. R. PHELPS & CO., INC.
MA
02/09/1988 - 06/12/1990
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
IA
Issued 02/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1992
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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