Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Perisho is a financial professional with over 25 years of experience in the financial services industry. Michael is currently registered with MML Investors Services, LLC in Boston, MA, and holds multiple industry licenses and designations, including Series 7, Series 31, Series 63, and Series 65. Michael has also been registered with various other firms including MSI Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael’s experience spans a variety of financial services areas and includes portfolio management for individuals and businesses, financial planning, and asset allocation programs. Michael is also licensed as an independent insurance agent and a broker.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MA
06/19/2017 - Present
MML Investors Services, LLC (BOSTON MA)
MA
05/20/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
01/20/1997 - 05/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANDOVER MA)
NY
07/27/1995 - 12/04/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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