Michael LindquistCRD Number: 3031138
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Lindquist (CRD# 3031138) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester, NH and has over 19 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Signator Investors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Manchester, NH||Oct 2009 - Current||8|
|Bank Of America N.a||Manchester, NH||Oct 2009 - Current||8|
|Bank Of New York Mellon||Boston, MA||Aug 2008 - Oct 2009||1|
|Lehman Brothers||Boston, MA||Sep 2006 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- 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