Unclaimed
Michael Flynn has been in the financial industry since 1979 and is currently registered with Morgan Stanley. Michael has a breadth of experience across the financial services industry, having worked for a number of leading firms. Michael is registered to provide investment advice in 44 states and is a registered investment advisor in Louisiana and Texas.
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
LA
02/11/2014 - Present
Morgan Stanley (New Orleans LA)
LA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW ORLEANS LA)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/01/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
09/14/1981 - 04/17/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
12/03/1979 - 09/18/1981
A. G. EDWARDS & SONS, INC.
NA
08/13/1979 - 02/27/1980
COMBINED EQUITY SECURITIES, INC.
BC
Issued 11/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1980
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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