Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Greenly is an investment advisor representative at UBS Financial Services Inc. Michael has been in the industry since 1994 and has worked at multiple firms, including Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.. Michael is registered to provide investment advice in several states, including Pennsylvania, Texas, Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, South Carolina, Virginia, and has earned both Series 7, Series 31, and Series 63 licenses as well as the SIE and Series 65 exams. Michael is also a financial planner.
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.
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.
See schedule d - miscellaneous
1
2
PA
04/21/2009 - Present
UBS Financial Services Inc. (PHILADELPHIA PA)
PA
04/02/2007 - 04/13/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CONSHOHOCKEN PA)
PA
01/20/1994 - 04/02/2007
MORGAN STANLEY DW INC. (PHILADELPHIA PA)
IA
Issued 04/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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