Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Conrad is a financial advisor registered with Citigroup Global Markets Inc. Michael Conrad is active in both broker-dealer and investment advisor roles and holds Series 66, Series 31, Series 7TO, and Series 7 licenses. Michael Conrad has been active in the financial services industry for 14 years and is registered in all 50 states and the District of Columbia. Michael Conrad has experience providing asset allocation advice, financial planning, pension consulting, and publication of periodicals. Michael Conrad's previous employment included AXA Advisors, LLC and Bank of America.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
DC
08/31/2022 - Present
Citigroup Global Markets Inc. (WASHINGTON DC)
MA
09/22/2008 - 09/13/2012
AXA ADVISORS, LLC (WESTBOROUGH MA)
BOTH
Issued 04/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 03/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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