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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 Renuart is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since February 4, 2003 and has experience with a variety of firms, including Cetera Investment Services LLC, PNC Investments, Forethought Distributors, LLC, and Hancock Investment Services, Inc.. Michael holds a Series 7, Series 31, Series 63, Series 65 and a Series 24 license. Michael is currently registered in 55 states. Michael provides portfolio management for individuals, portfolio management for businesses, and portfolio management for investment companies. Michael also provides pension consulting, educational seminars, and selection of other advisors.
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
FL
01/05/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DAYTONA BEACH FL)
AL
06/12/2017 - 03/29/2021
CETERA INVESTMENT SERVICES LLC (MOBILE AL)
AL
03/16/2017 - 06/06/2017
PNC INVESTMENTS (FOLEY AL)
CT
02/07/2013 - 10/30/2015
FORETHOUGHT DISTRIBUTORS, LLC (HARTFORD CT)
FL
10/10/2011 - 03/21/2012
HANCOCK INVESTMENT SERVICES, INC. (GULF BREEZE FL)
AZ
05/11/2011 - 09/16/2011
BIC DISTRIBUTORS, LLC (PHOENIX AZ)
VA
05/19/2010 - 01/20/2011
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
01/01/2007 - 05/12/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
10/27/2004 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/27/2004 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
11/19/1999 - 10/28/2004
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NY
09/18/1998 - 11/16/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/1998
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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