Unclaimed
Michelle Gianono is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in GARDEN CITY, NY. Michelle has been in the financial services industry since 2017, working previously with WELLS FARGO CLEARING SERVICES, LLC. Michelle is registered as a registered representative and investment advisor representative in multiple states. Michelle holds the Series 7, Series 63, Series 65, and SIE licenses.
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
04/25/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GARDEN CITY NY)
NY
11/21/2016 - 08/06/2018
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
IA
Issued 04/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2016
Series 7 - General Securities 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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