Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Everett Malz is a financial advisor at Morgan Stanley and has been in the financial industry since June 1999. Michael has a strong record of success in helping clients achieve their financial goals. He is registered with FINRA and has passed the Series 7, Series 31, Series 63, and Series 65 exams. Michael is also registered with the state of Texas as an Investment Adviser Representative. Michael is committed to providing his clients with personalized financial advice and is dedicated to helping them reach their financial goals. He is a valuable resource for clients who are seeking to develop a comprehensive financial plan. Michael's previous experience with Citigroup Global Markets Inc. provides him with broad experience in the financial industry.
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
PA
04/08/2020 - Present
Morgan Stanley (Allentown PA)
PA
06/24/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
IA
Issued 07/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Malz is the right advisor for you? Invested Better is here to help.
