Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ryan Westell is a financial professional with over 17 years of experience in the financial services industry. Michael has held various roles at several firms including National Financial Services LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Currently, Michael is registered with Fidelity Brokerage Services LLC and has a branch office in Smithfield, Rhode Island. Michael holds Series 7, 24, and 63 licenses, and the SIE exam. Michael is licensed to conduct business in Rhode Island.
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.
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.
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2
RI
02/13/2014 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
09/08/2010 - 04/29/2015
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
10/20/2004 - 03/12/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
09/06/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BC
Issued 06/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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