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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Michael is a financial advisor with Morgan Stanley. Irene has been in the industry since 1998 and holds licenses in several states. Irene's areas of expertise include financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. She is a registered representative with FINRA and is also a registered investment advisor in California and Texas. Irene works out of the Walnut Creek office of Morgan Stanley, where she provides financial advice to clients in a variety of areas.
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
CA
02/20/2020 - Present
Morgan Stanley (Walnut Creek CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WALNUT CREEK CA)
CA
11/11/1998 - 04/02/2007
MORGAN STANLEY DW INC. (WALNUT CREEK CA)
BOTH
Issued 12/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1998
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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