Unclaimed
Michael Glynn is a registered representative with Morgan Stanley, licensed to provide financial services in New York and Texas. Michael has been in the securities industry since 1985 and has a wide range of experience in various aspects of financial planning and investment management. He specializes in providing financial advice and services to both individuals and institutions, including high net worth individuals, corporations, charitable organizations, and investment companies. Michael holds several professional licenses, including Series 7, 9, 10, 24, 52, 53, 63, and 79, which allows him to offer a comprehensive range of investment products and services. Michael is committed to providing personalized and customized financial solutions that meet the unique needs of each client.
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
03/14/2016 - Present
Morgan Stanley (New York NY)
NY
04/07/2011 - 12/09/2015
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
06/01/2009 - 08/18/2014
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
11/19/1985 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 02/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/22/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
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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