Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cress is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial services industry since 1982 and has experience in providing a variety of investment services. Michael is licensed to provide investment advice in several states, including Ohio, Texas and others. Michael is also a Series 65, Series 63, Series 3, Series 5, and Series 7 licensed professional. Michael's firm Merrill Lynch, Pierce, Fenner & Smith Inc. provides portfolio management for individuals and businesses, as well as educational seminars, pension consulting 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
OH
07/23/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBUS OH)
IA
Issued 08/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1992
Series 3 - National Commodity Futures Examination
BC
Issued 04/27/1982
Series 5 - Interest Rate Options Examination
BC
Issued 03/20/1982
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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