Unclaimed
Michael Benjamin Biller is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Morgan Stanley and is licensed in multiple states. Michael has held prior positions with Citigroup Global Markets Inc., Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Michael has experience in financial planning, portfolio management and asset allocation advice.
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
FL
04/02/2020 - Present
Morgan Stanley (Aventura FL)
FL
08/08/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
FL
04/02/2007 - 08/13/2008
MORGAN STANLEY & CO. INCORPORATED (PLANTATION FL)
FL
01/18/2000 - 04/02/2007
MORGAN STANLEY DW INC. (PLANTATION FL)
NY
09/15/1989 - 01/12/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/29/1981 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 04/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1985
Series 5 - Interest Rate Options Examination
BC
Issued 12/10/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/10/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/19/1981
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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