Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lewis is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael is a licensed securities professional holding the Series 7, 63, and 66 licenses. Michael has been working in the financial services industry since April 2020. Before joining Merrill Lynch, Michael worked as a registered representative at CHARLES SCHWAB & CO., INC. Michael's professional experience includes serving as a Co-Manager at DandM Collaboration LLC, a Cashier for Innovative Staffing, and a driver for both Uber and Lyft.
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
TX
09/27/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (IRVING TX)
TX
02/28/2020 - 08/11/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2019
SIE - Securities Industry Essentials 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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