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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 Murdock is a financial advisor at Morgan Stanley. Michael has been in the financial services industry since 2003 and has a wide range of experience serving clients in various capacities. Michael holds a variety of licenses and certifications, including Series 7, Series 63, Series 66, Series 9 and Series 10, allowing Michael to provide comprehensive financial advice to individuals, families, and businesses. Michael has a strong track record of success in helping clients achieve their financial goals.
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
TN
04/25/2022 - Present
Morgan Stanley (Nashville TN)
NJ
04/15/2021 - 04/05/2022
GLOBAL SHARES FINANCIAL SERVICES INC. (JERSEY CITY NJ)
TN
11/11/2019 - 12/08/2020
STEPHENS (NASHVILLE TN)
TN
06/28/2019 - 11/15/2019
EDWARD JONES (NASHVILLE TN)
MS
04/06/2016 - 05/31/2019
WELLS FARGO CLEARING SERVICES, LLC (HATTIESBURG MS)
IL
07/15/2002 - 02/03/2016
UBS FINANCIAL SERVICES INC. (NORTHBROOK IL)
BOTH
Issued 10/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2002
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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