Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Santino Parrelly is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since October 17, 2009. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked at J.P. MORGAN SECURITIES LLC and FIRST MIDWEST SECURITIES, INC. Michael holds the Series 63, 66, 7, 9, 10, and SIE licenses. Michael is also registered in the state of Texas as an Investment Adviser Representative (IAR).
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
04/07/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
09/03/2010 - 04/01/2022
J.P. MORGAN SECURITIES LLC (DALLAS TX)
MI
08/27/2009 - 07/12/2010
FIRST MIDWEST SECURITIES, INC. (DEARBORN MI)
BOTH
Issued 04/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2009
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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