Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Licari is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 40 years of experience in the financial industry. He is a registered investment advisor and general securities representative and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Michael has a broad range of experience, providing financial advice to individuals, businesses, and institutions. Michael is dedicated to helping clients achieve their financial goals.
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
CA
05/14/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
NA
03/25/1983 - 07/01/1985
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 5/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 3/19/1983
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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