Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mednansky is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since December 2020 and is registered in Illinois, Texas and Wyoming. Michael has been a financial advisor for over 7 years, and has held previous positions at Cambridge Investment Research, Inc. and Sagepoint Financial, Inc. Michael has a Series 6, 7, 63 and 66 license and has experience working with individuals, businesses, corporations, charitable organizations, insurance companies, and pension and profit sharing plans.
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
WY
08/30/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CASPER WY)
WY
10/13/2017 - 05/23/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (LARAMIE WY)
WY
01/14/2016 - 09/28/2016
SAGEPOINT FINANCIAL, INC. (LARAMIE WY)
BOTH
Issued 04/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
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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