Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Neer is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial industry since June 2007. Michael's credentials include Series 6, 7, 9, 10, 31, 63, 65 and SIE licenses and he has extensive experience in portfolio management for businesses and individuals. Michael serves clients in Arkansas, Oklahoma, South Dakota and Texas. Michael has worked for several other firms previously including CETERA Investment Services LLC and ARVEST WEALTH MANAGEMENT.
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
AR
01/24/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT SMITH AR)
AR
01/20/2017 - 01/04/2023
CETERA INVESTMENT SERVICES LLC (FORT SMITH AR)
AR
05/23/2016 - 01/03/2017
ARVEST WEALTH MANAGEMENT (FT SMITH AR)
AR
10/23/2009 - 03/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT SMITH AR)
OK
03/06/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
IA
Issued 07/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/14/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2006
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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