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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 Persinski is an investment advisor representative with over 22 years of experience in the financial services industry. Michael has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since April 2022. Previously, Michael was an investment advisor representative at Citi Private Advisory, LLC and Citigroup Global Markets Inc. Michael holds a Series 7, Series 31, Series 63, and Series 66 license and is registered in 16 states. Michael specializes in providing financial advisory services to high-net-worth individuals, corporations, and institutions.
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
FL
04/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
FL
03/28/2017 - 04/20/2022
CITI PRIVATE ADVISORY, LLC (MIAMI FL)
FL
05/29/2007 - 04/20/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
DC
07/07/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
NA
01/01/1992 - 11/19/1993
NATIONSBANC CAPITAL MARKETS, INC.
NA
09/27/1990 - 01/01/1992
SOVRAN INVESTMENT CORPORATION
NA
04/25/1986 - 08/10/1987
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 08/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2004
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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