Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Calawerts is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Green Bay, WI. Michael has been in the financial services industry since 2016. Michael holds licenses to provide securities services in a number of states and has a Series 66, Series 7, and a SIE license. Michael previously worked at SII Investments, Inc. Michael's experience includes providing financial advice to individuals and businesses. Michael has a background in business and finance.
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
WI
11/29/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREEN BAY WI)
WI
02/09/2016 - 10/11/2016
SII INVESTMENTS, INC. (GREEN BAY WI)
BOTH
Issued 7/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/9/2016
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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