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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 Douvadjian is a financial advisor registered with Morgan Stanley. Michael has been in the industry since June 24, 1986, and has held various roles at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is currently registered as a Registered Representative in Connecticut and Texas. Michael is a Certified Financial Planner and Chartered Financial Consultant. He is a member of several boards, including Families United in Education and the Francis Ouimet Scholarship Fund. Michael also provides investment advice for Squashbusters, a non-profit organization in Roxbury Crossing, Massachusetts. Michael's areas of specialization include investment, retirement, estate, and college planning.
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
MA
08/02/2021 - Present
Morgan Stanley (Boston MA)
MA
01/07/2005 - 08/10/2021
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NY
06/25/1986 - 01/10/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/1986
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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