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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 J. Berger is a financial advisor registered with Morgan Stanley. Michael has been in the industry since December 1999. Michael works at the Jericho, NY office of Morgan Stanley. Michael has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and institutional clients. Michael holds several professional licenses including the Series 7, Series 63, and Series 65. Michael also has several years of experience at other firms such as RBC Capital Markets, UBS Financial Services Inc., and Citigroup Global Markets Inc.
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
09/11/2020 - Present
Morgan Stanley (Jericho NY)
NY
10/04/2013 - 09/14/2020
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
06/01/2009 - 10/11/2013
MORGAN STANLEY (NEW YORK NY)
NY
06/22/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
04/04/2003 - 07/03/2007
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
12/10/1999 - 04/15/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 01/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
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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