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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andreotti is a financial advisor with Morgan Stanley. Michael has been in the financial services industry since April 1994. Michael has a wide range of experience in providing financial advice to individuals and businesses. He is also a Certified Financial Planner. Prior to joining Morgan Stanley, Michael worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Michael has a Series 7, Series 63, and Series 65 license and has been registered with the Financial Industry Regulatory Authority (FINRA) since 1994. Michael specializes in providing financial advice to a variety of clients, including high-net-worth individuals, families, and businesses.
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
05/21/2021 - Present
Morgan Stanley (San Diego CA)
CA
07/01/2003 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
NY
10/27/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
10/07/1994 - 10/30/2000
M.L. STERN & CO., LLC. (BEVERLY HILLS CA)
CO
02/22/1994 - 08/02/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 03/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
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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