Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michaela? Claim Your ProfileMichaela Munda is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michaela has passed the Series 7TO and SIE exams. She is registered in Minnesota and Texas. Michaela has been in the securities industry since June 16, 2024 and has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. since September 2022. Michaela has also held various positions with other companies, including a private nanny, Hamline Admissions and a Delivery driver for Door Dash. Michaela has a long history of working with individuals, businesses, and institutions to provide financial guidance and investment advice. Michaela is committed to providing her clients with the highest quality service and helping them 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
12/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BC
Issued 06/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2024
SIE - Securities Industry Essentials 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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