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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 St. hilaire is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Morgan Stanley in Purchase, New York. Michael has a broad range of experience, having worked with firms like Citigroup Global Markets Inc. and Kellogg Capital Markets, LLC. Michael holds various licenses and certifications, including Series 3, 7, 55, 63, and 66, as well as the SIE. Michael is also a Certified Financial Planner. Michael's specializations include asset allocation, portfolio management, and financial planning. Michael specializes in working with high-net-worth individuals, investment companies, corporations, and charitable organizations.
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
02/17/2023 - Present
Morgan Stanley (Purchase NY)
NY
03/07/2016 - 02/22/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/01/2009 - 01/03/2011
KELLOGG CAPITAL MARKETS, LLC (NEW YORK NY)
NY
10/11/2002 - 06/30/2009
KELLOGG CAPITAL GROUP LLC (NEW YORK NY)
NY
10/03/1996 - 08/06/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
NY
02/17/1995 - 09/18/1996
RAS SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 05/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/30/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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