Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allan Booth is a financial advisor with over 40 years of experience in the industry. Michael is registered with Morgan Stanley in Nevada, Texas and Washington. Michael has been with Morgan Stanley since June 2011. Previously, Michael was employed by UBS Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Oppenheimer & Co., Inc. and Kidder, Peabody & Co. Incorporated.
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
NV
06/03/2011 - Present
Morgan Stanley (Las Vegas NV)
WA
04/27/2001 - 06/13/2011
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
NY
06/01/1992 - 05/03/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/15/1983 - 06/18/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
08/17/1981 - 07/25/1983
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 11/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
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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