Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Beloff is a financial advisor with over 20 years of experience in the financial services industry. Michael Beloff is registered with Stratos Wealth Partners, Ltd., a registered investment advisor, and holds a Series 7, Series 31, and Series 66 license. Michael Beloff is a Certified Financial Planner™ and a Chartered Financial Consultant. Michael Beloff's previous employers include Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and UBS Financial Services Inc. Michael Beloff is dedicated to helping clients 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.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
CT
01/08/2024 - Present
Stratos Wealth Partners, Ltd. (Stamford CT)
CT
03/25/2017 - 09/06/2018
MML INVESTORS SERVICES, LLC (SHELTON CT)
CT
09/09/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
06/01/2009 - 09/14/2009
MORGAN STANLEY SMITH BARNEY (STAMFORD CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STAMFORD CT)
CT
08/06/2004 - 04/02/2007
MORGAN STANLEY DW INC. (GREENWICH CT)
NJ
11/27/2001 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 12/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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