Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael W Lawrence is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 20 years of experience in the industry. Michael is a Series 3, 7, 9, 10, 31, and 66 licensed professional. Michael has been actively registered in 53 states, as well as in Missouri and Texas as an Investment Advisor Representative (IAR). Michael specializes in providing financial advice to a wide range of clients, including individuals, corporations, high-net-worth individuals, and charitable organizations. Michael is also experienced in providing financial planning, portfolio management, and pension consulting 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
MN
09/29/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYZATA MN)
BOTH
Issued 09/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2008
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/2000
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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