Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pelzar has been in the financial services industry since September 20, 2004. Michael is currently a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. in Boston, MA. Michael previously held positions at BOFA DISTRIBUTORS, INC., and Kaufman & Company, LLC. Michael is licensed in 21 states across the United States including Alabama, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Indiana, Iowa, Kansas, Massachusetts, Michigan, Missouri, Nebraska, New Hampshire, New York, Oregon, Puerto Rico, Vermont, Washington and Wyoming. Michael holds the Series 63, Series 10, Series 24 and Series 7 licenses. Michael specializes in providing portfolio management for businesses and individuals.
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
MA
06/10/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
01/22/2008 - 07/25/2016
BOFA DISTRIBUTORS, INC. (BOSTON MA)
MA
02/06/2004 - 06/07/2007
KAUFMAN & COMPANY, LLC (BOSTON MA)
BC
Issued 02/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2003
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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