Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zenowitz is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the securities industry since January 18, 2009. Michael has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 6, 2010. Prior to that, Michael was registered with BANC OF AMERICA INVESTMENT SERVICES, INC.. Michael holds the Series 6, 7, 9, 10, 63, and 66 securities licenses and is a registered Investment Advisor in California. Michael specializes in portfolio management for individuals and businesses. Michael has extensive experience in providing investment advice to a wide range of clients. Michael is also a general partner/managing member of FAT CAT GOL LLC.
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
CA
01/06/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
04/03/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
11/17/2008 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BEVERLY HILLS CA)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2008
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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