Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Moy is a financial advisor with over 15 years of experience in the financial services industry. Michael is currently registered with Raymond James Financial Services Advisors, Inc. in Oklahoma and Texas. Michael also has experience working at Chase Investment Services Corp, Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc, and AXA Advisors, LLC. Michael is a licensed agent and financial advisor. Michael holds the Series 3, Series 7 and Series 66 licenses. Michael provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Michael is a dedicated professional with a commitment to 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (MIDWEST CITY OK)
OK
06/14/2007 - 11/19/2007
CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)
OK
04/02/2007 - 05/29/2007
MORGAN STANLEY & CO., INCORPORATED (OKLAHOMA CITY OK)
OK
08/14/2006 - 04/02/2007
MORGAN STANLEY DW INC. (OKLAHOMA CITY OK)
NY
08/01/2005 - 02/14/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 3 - National Commodity Futures Examination
BC
Issued 07/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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