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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 Corona is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Michael has been in the industry since 2002 and holds multiple licenses and registrations, including Series 7, Series 31, and Series 66. Previously, Michael worked for Morgan Stanley and Morgan Stanley Smith Barney, where they provided financial advice and investment services. Michael has a wide range of experience and expertise in financial planning, portfolio management, and investment consulting services. Michael has significant experience working with high-net-worth individuals and corporations, as well as institutions and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
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2
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (DEWITT NY)
NY
06/01/2009 - 05/14/2019
MORGAN STANLEY (SYRACUSE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)
NY
10/31/2002 - 04/02/2007
MORGAN STANLEY DW INC. (SYRACUSE NY)
BOTH
Issued 11/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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