Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rader is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds licenses in 17 states. Michael has previously worked for MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and FOSTER & MARSHALL/AMERICAN EXPRESS INC. Michael provides a wide range of investment advisory services, including portfolio management for individuals, businesses, and pension plans. In addition to his professional experience, Michael is a community leader and serves as President of the Columbia Center Rotary Charity.
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
WA
08/17/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (KENNEWICK WA)
WA
06/01/2009 - 09/04/2009
MORGAN STANLEY SMITH BARNEY (KENNEWICK WA)
WA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KENNEWICK WA)
NY
08/17/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/21/1979 - 08/27/1984
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
NA
12/01/1978 - 09/13/1979
PAULSON INVESTMENT COMPANY, INC.
IA
Issued 07/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/05/1982
Series 4 - Registered Options Principal Examination
BC
Issued 07/09/1982
Series 24 - General Securities Principal Examination
BC
Issued 05/15/1982
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1991
Series 15 - Foreign Currency Options Examination
BC
Issued 06/27/1983
Series 5 - Interest Rate Options Examination
BC
Issued 11/18/1978
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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