Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lennox is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial services industry since February 11, 2011. Michael has passed the Series 66, Series 7 and SIE exams. Michael is registered in New Jersey and Texas. Michael specializes in providing portfolio management for businesses and individuals. Michael is also registered to provide investment advice in New Jersey and Texas. Michael's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large financial firm with approximately $10 billion to $50 billion in assets under management.
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
10/05/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
BOTH
Issued 04/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
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 Lennox is the right advisor for you? Invested Better is here to help.
