Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Cooney is an investment advisor representative who has been in the industry since 1985. Currently, Michael is registered with Claro Advisors, LLC and has been with the firm since December 2022. Prior to this role, Michael worked at MORGAN STANLEY from April 2014 to September 2022. Michael is licensed to conduct business in Massachusetts. Michael's professional experience includes advisory roles with several prominent firms, including MERRIMAN CURHAN FORD & CO., HARRIS NESBITT CORP., UBS WARBURG LLC, DEUTSCHE BANK SECURITIES INC., BEAR, STEARNS & CO. INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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2
MA
01/03/2023 - Present
Claro Advisors, LLC (BOSTON MA)
MA
05/29/2014 - 09/28/2022
MORGAN STANLEY (Boston MA)
MA
08/23/2006 - 01/04/2008
FTN MIDWEST SECURITIES CORP. (BOSTON MA)
MA
07/27/2004 - 08/25/2006
MERRIMAN CURHAN FORD & CO. (BOSTON MA)
NY
08/03/2000 - 07/19/2004
HARRIS NESBITT CORP. (NEW YORK NY)
NY
05/18/1999 - 07/05/2000
UBS WARBURG LLC (NEW YORK NY)
NY
04/28/1998 - 03/10/1999
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/29/1988 - 04/01/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
07/23/1986 - 02/08/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/31/1985 - 06/10/1986
ASTOR SECURITIES, INC.
BOTH
Issued 06/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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