Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Reyes is a financial advisor currently working for Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since January 24, 1999. Michael has held prior positions at Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, Capitol Securities Management, Inc., Dean Witter Reynolds Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Michael specializes in investments for high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Michael has a diverse background in investments and is well-equipped to meet the needs of a wide range of clients.
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
VA
02/18/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VIENNA VA)
VA
06/01/2009 - 12/22/2015
MORGAN STANLEY (MCLEAN VA)
DC
02/27/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
09/27/2002 - 12/31/2008
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
NY
01/13/2001 - 10/10/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
03/08/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
VA
06/17/1999 - 11/29/1999
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
NY
09/09/1998 - 06/18/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
05/29/1998 - 07/21/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/29/1998 - 07/21/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/1998
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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