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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Migdal is an investment advisor representative with Morgan Stanley. Clifford has been in the securities industry since February 14, 2001 and has been associated with Morgan Stanley since June 1, 2009. Clifford is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Florida, Illinois and Michigan. Clifford has passed the Series 66, Series 7 and SIE exams. Clifford is also registered with the Investment Adviser Association (IAA) in Florida, Illinois and Michigan. Clifford has a background in asset allocation advice and has provided financial planning services to individuals and institutions. Clifford specializes in insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth. Clifford has been with Morgan Stanley for many years.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
05/20/2010 - Present
Morgan Stanley (Birmingham MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
02/14/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
BOTH
Issued 03/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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