Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gerard Finizio is a financial advisor with Morgan Stanley. Michael has been in the financial industry since 1984. Michael specializes in providing investment advisory services to individuals, high-net-worth individuals, corporations, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans, and other investment advisers. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in several states. Michael is a member of Morgan Stanley, a firm with over $1.4 trillion in assets under 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
CA
06/01/2009 - Present
Morgan Stanley (Sherman Oaks CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BURBANK CA)
CA
05/02/1990 - 04/02/2007
MORGAN STANLEY DW INC. (BURBANK CA)
NY
03/09/1987 - 05/18/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
07/12/1985 - 03/25/1987
PAINEWEBBER INCORPORATED
NA
06/20/1984 - 07/24/1985
E. F. HUTTON & COMPANY INC
IA
Issued 02/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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