Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bouley is a financial advisor with over 20 years of experience in the industry. Michael is a registered representative with Goldman Sachs & Co. LLC, and is licensed in all 50 states. Previously, Michael was a registered representative with Altruist Financial LLC, Stockpile Investments, Inc., Zecco Trading, Inc., E*TRADE Securities LLC, Brownco, LLC, SureTrade Inc., and Fidelity Investments Institutional Services Company, Inc. Michael is also a Series 24, 14, 10, 9, and 4 licensed principal. Michael specializes in Portfolio Management for Individuals, Businesses, Pooled Investment Vehicles, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, and Financial Planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
TX
11/10/2022 - Present
Goldman Sachs & Co. LLC (Irving TX)
CA
08/02/2020 - 10/06/2022
ALTRUIST FINANCIAL LLC (CULVER CITY CA)
CA
02/15/2013 - 02/06/2020
STOCKPILE INVESTMENTS, INC. (Pasadena CA)
CA
01/28/2011 - 09/28/2012
ZECCO TRADING, INC. (GLENDALE CA)
NA
05/08/2006 - 07/31/2009
E*TRADE SECURITIES LLC (MAKATI CITY, MANILA METRO )
MA
03/10/2000 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
RI
06/14/1999 - 03/20/2000
SURETRADE INC. (LINCOLN RI)
RI
03/11/1998 - 12/23/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/05/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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