Unclaimed
Michael Cheleuitte is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Michael has been in the financial industry for over 14 years. Michael is registered with FINRA and is licensed to provide investment advice in all 50 states. Michael is also registered with the Investment Adviser Association (IAA). Michael has extensive experience in financial planning, portfolio management, and investment advice. Michael also provides educational seminars and publications.
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
MD
04/01/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNT VALLEY MD)
MD
06/17/2014 - 03/18/2016
SCOTTRADE, INC. (PIKESVILLE MD)
MD
09/12/2013 - 06/05/2014
AXA ADVISORS, LLC (COLUMBIA MD)
MD
01/25/2013 - 08/13/2013
NYLIFE SECURITIES LLC (TIMONIUM MD)
MD
09/22/2008 - 01/10/2013
METLIFE SECURITIES INC. (BALTIMORE MD)
BOTH
Issued 07/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2008
Series 6 - Investment Company Products/Variable Contracts 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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