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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 Benner is a financial advisor at Morgan Stanley. Michael is licensed to provide investment advice in 53 states and the District of Columbia. Michael has been in the financial services industry since 2021. Michael has a background in both the financial services industry and in the academic community. Before joining Morgan Stanley, Michael worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Michael holds the Series 7TO, Series 63 and Series 65 licenses. Michael specializes in providing financial advice to individuals, high-net-worth individuals, families, businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.
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
CA
10/17/2022 - Present
Morgan Stanley (San Francisco CA)
CA
05/20/2021 - 10/03/2022
CHARLES SCHWAB & CO., INC. (Corte Madera CA)
IA
Issued 06/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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