Michael Kenline
Financial Advisor at Merrill Lynch
- Role
- Vice President, Wealth Management Advisor at Merrill Lynch
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Michael Kenline
Michael R. Kenline is a Financial Advisor at Merrill Lynch. Mr. Kenline joined Merrill Lynch in 2019 for their robust financial solutions and world class customer experience. While emphasizing the firm’s team approach, Mr. Kenline actively meets with clients to monitor their financial health. Mr. Kenline believes two-way communications are essential for clients to achieve their financial goals. Mr. Kenline’s business principles include giving clients comprehensive advice on their financial and non-financial future.•. Practicing CFP(R) Professional • Past, Trustee on the Board of the Westminster Economic Development Initiative (WEDI)• Past, United Way Board Leadership Training• Graduated from The State University of New York at Fredonia, School of Business, with dual majors in Economics, B.A. and Business Administration; Marketing, 2010• Past-President and Co-Founder of Fredonia’s Golf Club• Past-President of Fredonia’s Economics ClubSeparately, Mr. Kenline is currently registered as a General SecuritiesRepresentative and Uniform Securities Agent State Law Exam; FINRA Series 7, 63 & 66 respectively. Mr. Kenline also earned his New York State Insurance Representative license. Mr. Kenline has been in the financial and banking industry for over 10 years.Securities and investment advisory services may not be available in all states.
Experience
Vice President, Wealth Management Advisor
Jun 2019 — Present
Education
State University of New York at Fredonia
Bachelor of Arts, Economics
2005 — 2010
State University of New York at Fredonia
Bachelor of Science, Business Administration; Marketing
2005 — 2010
Skills
- Bloomberg
- Term Life Insurance
- Series 7
- Investments
- Wealth Management
- Fixed Income
- Hedge Funds
- Portfolio Management
- Securities
- Morningstar
- Series 63
- Management
- Equities
- Uniform Combined State Law
- Non-Profit Board Development
- Nonprofit Organizations
- Bonds
- Series 66
- Health Insurance
- Alternative Investments
- Financial Analysis
- Mutual Funds
- Life Insurance
- Financial Modeling
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.