Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Villafane is an investment professional with over 6 years of experience in the financial services industry. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas, and Vermont. Michael has been with Merrill Lynch since 2017 and has previously worked at Fidelity Brokerage Services LLC. Michael is a Series 63, 66, 7, and 9 licensed professional. Michael has a strong track record of helping clients achieve their financial goals.
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
NY
12/01/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MA
06/30/2017 - 09/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEABODY MA)
NH
11/17/2016 - 06/20/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
05/02/2014 - 01/02/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 11/8/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/2014
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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