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 Wilson is a financial professional with over 27 years of experience in the industry. Michael is currently registered with Morgan Stanley and Morgan Stanley & Co. LLC. Michael has held previous positions with MORGAN STANLEY, MORGAN STANLEY & CO. LLC, EPOCH PARTNERS, and MORGAN STANLEY & CO., INCORPORATED. Michael holds a Series 63, Series 24, Series 23, Series 10, Series 9, SIE, Series 86, Series 87, Series 7, and Series 3 licenses. Michael has been actively registered as a broker-dealer in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
05/03/2018 - Present
Morgan Stanley (PURCHASE NY)
NY
10/10/2012 - 03/31/2017
MORGAN STANLEY (PURCHASE NY)
NY
03/12/2001 - 10/16/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
MA
09/25/2000 - 01/25/2001
EPOCH PARTNERS (SOUTHBOROUGH MA)
NY
08/22/1995 - 09/29/2000
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 08/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/10/2015
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 08/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/30/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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