Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Flanagan is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael has been in the financial services industry since April 10, 2000, and has held previous positions at Credit Suisse Securities (USA) LLC and Goldman Sachs & Co. Michael is registered in several states, including Texas, California, New York, and Florida. Michael is also a member of the Parkland Foundation Gift Planning Council. Michael’s primary focus is providing portfolio management services to individuals and businesses. In addition, Michael also offers pension consulting and educational seminars.
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
03/08/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
03/20/2012 - 03/30/2016
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
NY
10/16/2002 - 11/18/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/27/1996 - 07/02/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 9/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2002
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 8/26/1996
Series 62 - Corporate Securities Limited 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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