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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 Gershenson has been in the financial industry for over 40 years. Michael is a registered representative and investment advisor representative. Michael is currently associated with Morgan Stanley. Michael has been a registered representative at the firm since June 2009. He provides financial services to individuals, businesses, corporations, high net worth individuals, pension and profit sharing plans, investment companies, charitable organizations, and insurance companies. Michael also provides asset allocation advice, financial planning, and selection of other advisers.
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
NY
08/11/2023 - Present
Morgan Stanley (Melville NY)
NY
06/05/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREAT NECK NY)
NY
01/28/1995 - 06/29/2007
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
NY
03/31/1986 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
04/17/1985 - 12/16/1985
ISFA CORPORATION
NA
03/20/1980 - 09/23/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1980
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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