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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph A. Michael is a financial advisor with over 20 years of experience in the industry. He is currently registered with Morgan Stanley and has been with the firm since December 2022. Prior to that, Joseph was with J.P. Morgan Securities LLC for 10 years, where he provided financial advice to clients in the Farmington Hills, MI area. Joseph has a broad range of experience in the financial services industry, having worked with clients of all types, including individuals, families, businesses, and institutions. Joseph has a deep understanding of the financial markets and a proven track record of success in helping his clients achieve their financial goals.
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
12/06/2022 - Present
Morgan Stanley (Farmington Hills MI)
MI
10/01/2012 - 12/03/2022
J.P. MORGAN SECURITIES LLC (FARMINGTON HILLS MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FARMINGTON HILLS MI)
IL
03/11/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
06/20/2000 - 09/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/11/1999 - 05/12/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/11/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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