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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 Terence Creadon is an Investment Advisor Representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Ohio and Texas. Michael Terence Creadon is an experienced financial professional with over 35 years in the industry, having started in 1987. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Michael Terence Creadon worked at several other firms, including Dean Witter Reynolds Inc., G. R. Phelps & Co., Inc. and MML Investors Services, Inc. Michael Terence Creadon holds licenses for Series 6, 7, 31, 63, and 66 exams. Michael Terence Creadon has a specialization in providing financial advice to individuals, businesses, corporations, charitable organizations, investment companies, insurance companies, pension and profit sharing plans, banking or thrift institutions, and state or municipal government entities. Michael Terence Creadon is also a Board Member of Lake Catholic High School Advisory Board.
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
OH
06/30/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PEPPER PIKE OH)
CT
10/29/1999 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
MO
07/31/1995 - 11/17/1999
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
04/21/1993 - 08/18/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/27/1990 - 04/27/1993
G. R. PHELPS & CO., INC.
MA
03/30/1988 - 04/09/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/10/1987 - 03/12/1988
JOHN HANCOCK DISTRIBUTORS, INC.
BOTH
Issued 03/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1987
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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