Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Ford is a financial advisor with over 30 years of experience in the financial industry. Michael has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009, and previously worked with firms such as Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Morgan Stanley DW Inc. and Smith Barney Shearson Inc. Michael has a broad range of experience, and is registered with FINRA, as well as in multiple states across the US. Michael provides a variety of advisory services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers. Michael’s clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
MD
06/23/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNT VALLEY MD)
MD
02/21/2006 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (HUNT VALLEY MD)
MD
11/14/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/07/1994 - 11/17/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/07/1989 - 01/26/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NA
05/21/1985 - 04/27/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1985
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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