Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Burns is a registered investment advisor representative with over 35 years of experience in the financial services industry. Michael currently works at Morgan Stanley. Michael has been with the firm since 2013. Michael has a broad range of experience in the industry, having previously worked at firms like CITIGROUP GLOBAL MARKETS INC., MORGAN STANLEY DW INC., PAINEWEBBER INCORPORATED, and PRUDENTIAL SECURITIES INCORPORATED. Michael holds multiple licenses and is registered in multiple states.
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
NJ
04/15/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
10/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEDMINSTER NJ)
NJ
04/25/2000 - 10/10/2006
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NJ
09/02/1994 - 05/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/27/1988 - 09/06/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/25/1985 - 06/04/1988
HALPERT, OBERST AND COMPANY
BC
Issued 09/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1985
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 Burns is the right advisor for you? Invested Better is here to help.
