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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 Thometz is an investment advisor representative with Morgan Stanley, registered in Wisconsin and Texas. Michael has been in the financial services industry since September 2005. Prior to joining Morgan Stanley, Michael held positions at Credit Suisse Securities and Robert W. Baird. Michael has a strong understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals. Michael holds a Series 66, Series 7 and SIE securities license.
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
WI
06/01/2009 - Present
Morgan Stanley (Mequon WI)
WI
04/17/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MEQUON WI)
IL
10/24/2005 - 05/08/2009
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
WI
08/11/2005 - 09/13/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 08/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2005
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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