Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McAlister is an investment advisor representative at Stone Island Financial Planning. Michael has been in the financial industry since 2002 and has experience providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Michael has passed the Series 3, 7, 31, 63, and 65 exams. Prior to joining Stone Island Financial Planning, Michael was an investment advisor representative at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
04/10/2019 - Present
Stone Island Financial Planning (NAPERVILLE IL)
IL
04/02/2007 - 03/11/2009
MORGAN STANLEY & CO. INCORPORATED (LISLE IL)
IL
07/02/2002 - 04/02/2007
MORGAN STANLEY DW INC. (LISLE IL)
BC
Issued 08/03/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2020
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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