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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 Brian Healey is a financial advisor with over 20 years of experience in the industry. Michael Healey is currently registered with Morgan Stanley in Seattle, Washington, and has been with the firm since June 2009. Prior to joining Morgan Stanley, Michael Healey was employed with CITIGROUP GLOBAL MARKETS INC. in Seattle, Washington. Michael Healey holds a Series 7, 31, and 63 license as well as the Series 65 license. He is also registered in 41 states as a Broker and in 2 states as an Investment Advisor. Michael Healey's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, and Educational Seminars. He provides services to a wide range of clients, including individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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
WA
06/01/2009 - Present
Morgan Stanley (Seattle WA)
WA
03/22/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
BC
Issued 03/31/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/2001
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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