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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 Kislin is a financial advisor with Morgan Stanley. Michael has been in the financial services industry since 2003 and has a diverse background working with a number of firms, including Wachovia Capital Markets, LLC, UBS PaineWebber Inc. and J.P. Morgan Securities LLC. Michael provides a wide range of financial services to individuals, families, businesses, and institutions, including financial planning, asset allocation, portfolio management, and retirement planning. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®. Michael holds a Series 7, Series 31, Series 63 and Series 66 license, as well as a SIE certificate. Michael is registered with the state of Texas and New York. Michael is committed to providing his clients with personalized financial advice and guidance to help 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
NY
09/01/2023 - Present
Morgan Stanley (Purchase NY)
CT
10/01/2012 - 09/02/2023
J.P. MORGAN SECURITIES LLC (RIVERSIDE CT)
CT
07/31/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GREENWICH CT)
NY
03/24/2010 - 08/08/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
CT
10/27/2003 - 12/08/2004
ABN AMRO INCORPORATED (STAMFORD CT)
NC
07/01/2003 - 10/24/2003
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
04/24/2003 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
09/03/2002 - 04/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
12/01/2000 - 10/02/2002
UBS WARBURG LLC (NEW YORK NY)
NJ
11/17/1997 - 12/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 04/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/23/2010
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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