Unclaimed
Michael Blackwell is a registered representative with Morgan Stanley. Michael is licensed in 47 states and has been in the industry since September 2007. Michael holds the Series 7, Series 31 and Series 66 licenses. Michael also holds the SIE license. Michael has experience working in the financial services industry and has held previous positions at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY SMITH BARNEY. In addition to Michael's current role at Morgan Stanley, Michael is also the proprietor, partner, officer, director, employee, trustee, or agent for three rental properties located in Sante Fe, NM, Alexandria, VA and Gaitherburg, MD.
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
NM
07/10/2009 - Present
Morgan Stanley (Albuquerque NM)
NM
09/25/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALBUQUERQUE NM)
BOTH
Issued 10/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/2007
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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