Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Mayer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Michelle has over 15 years of experience in the industry, having started in 2007. Michelle's previous experience includes positions at Barclays Capital Inc. and Sanford C. Bernstein & Co., LLC. Michelle holds the Series 3, 7, 31 and 66 securities licenses. Michelle is registered to provide investment advice in 41 states and the District of Columbia. Michelle focuses on providing investment advice to individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. Michelle can also provide educational seminars and research reports. Michelle is committed to providing her clients with personalized financial planning services and investment strategies.
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
FL
06/11/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPLES FL)
PA
03/21/2011 - 07/10/2015
BARCLAYS CAPITAL INC. (PHILADELPHIA PA)
DC
04/06/2007 - 03/28/2011
SANFORD C. BERNSTEIN & CO., LLC (WASHINGTON DC)
BOTH
Issued 04/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2014
Series 3 - National Commodity Futures Examination
BC
Issued 04/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2007
Series 31 - Futures Managed Funds 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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