Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mike? Claim Your ProfileMike Karras is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Mike has been in the financial industry since May 1996. Mike is registered with the Securities and Exchange Commission (SEC) and is also licensed to sell securities in several states. Mike has several professional designations. Mike is a member of the Birdie Investment group LLC. Mike is a limited partner in this group and is responsible for buying properties. The group is a for-profit organization.
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
11/28/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTHBROOK IL)
IL
04/02/2007 - 12/02/2008
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
05/29/1996 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
IA
Issued 06/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 3 - National Commodity Futures Examination
BC
Issued 05/28/1996
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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