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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 Joseph Burkhardt is an active registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., with nearly 30 years of experience in the financial industry. Michael has held various positions at Merrill Lynch, Pierce, Fenner & Smith Inc., Charles Schwab & Co., Inc. and Prudential Insurance Company of America, working with clients of diverse backgrounds and financial needs. Michael's experience encompasses a wide range of financial products and services, including investment advisory, portfolio management, and financial planning. Michael is registered to provide investment advice in Michigan, Texas and Wisconsin.
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
MI
08/28/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Shelby Township MI)
TX
11/25/1998 - 12/14/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/11/1995 - 03/12/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
05/21/1991 - 04/17/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
08/22/1990 - 03/11/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/22/1990 - 03/11/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MN
01/24/1990 - 06/12/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/1990 - 06/12/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/15/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
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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