Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carrano is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since August 2003. Michael is licensed in several states including California, Oregon, Texas, and others. Michael specializes in working with high net worth individuals, corporations, insurance companies and pension and profit-sharing plans. The advisor represents Merrill Lynch, Pierce, Fenner & Smith Inc. which has over $1 Trillion in assets under management and specializes in investment management, financial planning, and brokerage services.
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
OR
06/30/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PORTLAND OR)
OR
08/05/2003 - 10/12/2010
EDWARD JONES (PORTLAND OR)
IA
Issued 02/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
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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