Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Fehrenback is a financial advisor with over 20 years of experience in the industry. Michael has held positions with Morgan Stanley, Citigroup Global Markets Inc., and Morgan Stanley & Co., Incorporated. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New Jersey and Texas. Michael holds a Series 63, Series 65, Series 7, and Series 31 licenses, as well as the Securities Industry Essentials (SIE) exam. He is also registered in numerous states and has experience in a range of specialties including portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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
NJ
02/27/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MOUNT LAUREL NJ)
NJ
06/01/2009 - 02/27/2017
MORGAN STANLEY (MT. LAUREL NJ)
NJ
11/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NJ
04/02/2007 - 11/05/2007
MORGAN STANLEY & CO., INCORPORATED (VOORHEES NJ)
NJ
12/16/1998 - 04/02/2007
MORGAN STANLEY DW INC. (VOORHEES NJ)
IA
Issued 12/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1998
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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