Michael FredCRD Number: 1248337
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Fred (CRD# 1248337) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Bend, IN and has over 35 years of experience in the finance industry.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
Northwestern Mutual Investment Services,llc
|Bank Of America, N.a.||South Bend, IN||May 2017 - Current||2|
|Merrill Lynch, Pierce, Fenner, & Smith Incorporated||South Bend, IN||Oct 2000 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
Total Assets Under Management797,284MILLIONS
Total Number of Accounts2,472,247ACCOUNTS
Average Account Value$322,494
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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