Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dattalo is a financial advisor at Morgan Stanley. Michael has been in the financial services industry for over 10 years and has a strong understanding of the markets. Michael holds both Series 7 and Series 63 licenses, as well as the Series 65 license. Michael is committed to providing clients with personalized financial advice that meets their individual needs. Michael works with a wide range of clients, including high-net-worth individuals, families, businesses, and institutions. Michael is a strong advocate for his clients and is dedicated to helping them 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
IL
11/02/2022 - Present
Morgan Stanley (Chicago IL)
IL
09/02/2021 - 05/25/2022
EQUITABLE ADVISORS, LLC (OAK BROOK IL)
IA
Issued 10/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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