Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pryce Remey is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in Red Bank, NJ. Michael is an experienced financial professional with more than 20 years in the industry. Michael has been registered with the Securities and Exchange Commission (SEC) since 2001. He has been active in the investment advisory field for over 15 years. Michael is a Series 7, 31 and 66 licensed advisor, has a strong track record and has specialized in various aspects of financial advising, such as investment management, portfolio management for individuals and businesses, and pension consulting. Michael is dedicated to providing his clients with personalized financial solutions to help them achieve their 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
NJ
09/27/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
NJ
11/20/2008 - 10/06/2017
UBS FINANCIAL SERVICES INC. (RED BANK NJ)
NY
04/02/2007 - 11/21/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
06/03/2003 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
10/24/2002 - 02/04/2003
SPENCER TRASK VENTURES, INC. (NEW YORK NY)
CA
02/21/2001 - 06/26/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
BOTH
Issued 03/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/2001
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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