Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hill is a financial advisor with over 15 years of experience in the industry. Michael has been registered as a broker-dealer with Morgan Stanley since 2013 and previously held positions at J.P. Morgan Securities LLC and Merrill Lynch. Michael is licensed to provide investment advice in 53 states, including Maryland, Texas, and the District of Columbia. Michael specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies.
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
MD
08/28/2023 - Present
Morgan Stanley (Rockville MD)
TX
03/16/2018 - 07/29/2023
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
11/12/2013 - 05/27/2016
MORGAN STANLEY (DALLAS TX)
TX
03/14/2013 - 10/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
TX
04/26/2012 - 02/26/2013
J.P. MORGAN SECURITIES LLC (DALLAS TX)
CO
01/10/2007 - 06/28/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
IA
Issued 07/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2007
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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