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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 Shihad is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial services industry for over 20 years and holds several licenses and certifications, including Series 6, 7, 24, 26, 63, and 65. Michael has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael specializes in providing investment advice, portfolio management, and financial planning services.
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
MA
01/21/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
CA
10/23/2009 - 12/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA NIGUEL CA)
CA
10/19/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)
IA
Issued 08/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/13/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1999
Series 6 - Investment Company Products/Variable Contracts 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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