Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ernest Taylor is a registered representative with Morgan Stanley. Michael has been in the industry since July 16, 1998 and has been with Morgan Stanley since June 1, 2009. Prior to joining Morgan Stanley, Michael worked at UBS Financial Services Inc. Michael is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Michael is also registered with the state of Texas. Michael offers a variety of financial services, including investment advice, financial planning, and portfolio management.
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
TX
06/01/2009 - Present
Morgan Stanley (Austin TX)
TX
03/06/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)
TX
04/19/2001 - 03/17/2009
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
NY
07/21/2000 - 05/14/2001
UBS WARBURG LLC (NEW YORK NY)
NY
11/25/1997 - 11/29/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 05/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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