Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Aaron Schmidt is a financial professional with over 9 years of experience in the industry. Michael is currently registered with Morgan Stanley & Co. LLC and Wealthpenn.comllc, both of which are active broker-dealers. Michael holds the Series 99 and SIE licenses and has a history of working with clients in New York and Virginia.
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.
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.
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NY
07/19/2023 - Present
Morgan Stanley & Co. LLC (NEW YORK NY)
VA
04/01/2014 - 02/13/2024
E*TRADE SECURITIES LLC (Arlington VA)
VA
01/12/2015 - 09/30/2016
E*TRADE CLEARING LLC (ARLINGTON VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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