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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brown is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since 2018 and has worked with Publix SuperMarkets and Bank of America, NA in the past. Michael is licensed in 53 states and holds Series 7, 9, 10, and 66 securities licenses. Michael is also registered with FINRA. Michael provides a variety of investment advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses, and performance measurement reports. Michael's office is located in Frisco, TX and Jacksonville, FL.
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
TX
06/20/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
BOTH
Issued 06/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2018
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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