Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Knutstrom is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been working in the financial industry since 2002. Michael is registered with the state of Indiana. Michael has 53 state licenses and 4 IA state licenses. Previous to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Michael was employed by UBS Financial Services Inc. Michael has a wide variety of experience in the financial industry and is able to help clients with a variety of financial needs.
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
NM
01/10/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA FE NM)
KY
11/12/2002 - 09/26/2006
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
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
Not sure Michael Knutstrom is the right advisor for you? Invested Better is here to help.
