Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michail? Claim Your ProfileMichail Gournis is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michail is a registered representative with 16 years of experience in the financial services industry. Michail is currently licensed in Arizona, California, Colorado, Connecticut, Florida, Illinois, Kansas, Michigan, New York, North Carolina, Texas, Virginia, Virgin Islands and Wisconsin. Michail has experience with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Michail specializes in providing financial planning and advisory 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
IL
11/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
SC
03/24/2021 - 11/16/2021
LPL FINANCIAL LLC (FORT MILL SC)
IL
03/20/2019 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
03/31/2017 - 03/27/2019
CITI PRIVATE ADVISORY, LLC (Chicago IL)
IL
05/29/2007 - 03/27/2019
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
05/15/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
IA
Issued 07/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2006
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
Not sure Michail Gournis is the right advisor for you? Invested Better is here to help.
