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 33 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Merrill Lynch, Pierce, Fenner & Smith, Inc.||South Bend, IN||Oct 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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)