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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 Blaszak is an Investment Advisor Representative with Morgan Stanley in Park City, UT. Michael has been in the financial services industry since November 1992. Michael is registered with FINRA as a General Securities Representative and a Futures Managed Funds Representative. Michael also holds a Series 65 license for Investment Advisor Representatives. Prior to joining Morgan Stanley, Michael was with UBS Financial Services Inc. for 13 years. Michael is a graduate of the University of Utah. Michael is a ski instructor and enjoys spending time with his family.
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
UT
01/10/2020 - Present
Morgan Stanley (Park City UT)
UT
02/09/2007 - 01/21/2020
UBS FINANCIAL SERVICES INC. (PARK CITY UT)
OH
03/04/1996 - 02/09/2007
MCDONALD INVESTMENTS INC. (PEPPER PIKE OH)
OH
06/28/1995 - 12/31/1996
PIERRE R. SMITH & CO. (ELYRIA OH)
NY
05/05/1993 - 06/26/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
11/16/1992 - 05/06/1993
PIERRE R. SMITH & CO. (ELYRIA OH)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/1992
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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