Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Moran is a registered representative with Morgan Stanley Investment Management Inc. Michael has 9 years of experience in the financial services industry. Michael holds Series 7, Series 31, Series 66 and SIE licenses. Michael is also licensed as an investment advisor representative in New Jersey and New York. Michael is currently registered with 52 states for Broker-dealer activities and with 2 states for Investment advisor activities. Michael has been registered as an Investment Advisor Representative with Morgan Stanley Investment Management Inc. since 2016. Michael has also been registered as a registered representative with Eaton Vance Distributors, Inc. and Morgan Stanley Distribution, Inc. Michael is a graduate of the University of Pennsylvania.
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.
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.
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.
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.
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2
NY
09/20/2022 - Present
Morgan Stanley Investment Management Inc. (NEW YORK NY)
NY
01/15/2022 - 09/20/2022
EATON VANCE DISTRIBUTORS, INC. (New York NY)
NY
11/09/2016 - 01/15/2022
MORGAN STANLEY DISTRIBUTION, INC. (New York NY)
NJ
11/26/2014 - 11/09/2016
MORGAN STANLEY (FLORHAM PARK NJ)
BOTH
Issued 12/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 11/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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