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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Campbell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in SHORT HILLS, NJ. Michael Campbell has been in the financial services industry since 1985. Michael Campbell has a total of 10 years of experience with Fred Alger & Company, Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael Campbell is registered with FINRA and has passed the Series 7, Series 9, Series 10, Series 55, Series 57TO, Series 63 and Series 66 exams. Michael Campbell specializes in insurance companies, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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
07/14/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHORT HILLS NJ)
NY
06/01/2010 - 07/08/2013
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
NY
07/08/1987 - 05/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/18/1984 - 10/01/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 09/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/15/1984
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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