Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lindhorst is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, licensed to provide financial services in 37 states. Michael has been in the industry since 1997, working for various firms before joining Merrill Lynch in 2009. Michael holds licenses for Series 6, 7, 63, and 65 exams. In addition to providing financial advice, Michael is also a property owner, with a joint ownership of rental property with his wife.
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
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VANCOUVER WA)
WA
07/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (VANCOUVER WA)
CA
07/14/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
04/14/1997 - 06/10/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
CA
03/05/1997 - 04/15/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 7/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2004
Series 7 - General Securities Representative Examination
BC
Issued 3/4/1997
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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