Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micheal? Claim Your ProfileMicheal McWilliams is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Micheal has been in the industry since 2016. Micheal has a series 6, 7, 56, 63 and 66 licenses. Micheal also serves as a committee member for the Houston Livestock Show and Rodeo.
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
TX
01/24/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
09/30/2016 - 10/12/2017
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
NY
04/09/2012 - 01/02/2013
AVATAR SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 01/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/2012
Series 56 - Proprietary Trader Qualification 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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