Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Banayan is a financial advisor with over 25 years of experience in the financial services industry. Michael has a proven track record of success in helping clients achieve their financial goals. Michael currently works at Wells Fargo Clearing Services, LLC. Michael has previously worked for RBC Capital Markets, LLC, UBS Financial Services Inc, and Morgan Stanley & Co. Incorporated. Michael is registered to provide securities and investment advisory services in numerous states across the US. Michael offers a wide range of financial services, including investment consulting, financial planning, and portfolio management.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
12/08/2023 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
01/18/2019 - 12/22/2023
RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)
CA
12/12/2008 - 02/14/2019
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
CA
04/02/2007 - 12/15/2008
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
09/03/1997 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
IA
Issued 09/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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