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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Constantine is an investment advisor representative with Morgan Stanley. Michael has been in the securities industry since 2014. Michael has been registered with the Securities and Exchange Commission (SEC) since 2014, and is currently registered in 41 states. Michael is also registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 3, Series 7, and Series 65 exams. Prior to joining Morgan Stanley, Michael was employed by GLOBAL ARENA CAPITAL CORP. In 2015, Michael completed the Uniform Investment Adviser Law Examination, also known as the Series 65 exam. The following year, Michael passed the Uniform Securities Agent State Law Examination, commonly known as the Series 63 exam. Michael’s specializations include, but are not limited to, asset allocation, financial planning, educational seminars, and selection of other advisors. Michael is experienced in providing portfolio management services to individuals, businesses, and investment companies. Morgan Stanley’s mission is to help clients achieve their financial goals. Morgan Stanley specializes in providing financial planning, portfolio management, and investment banking services to individuals and businesses. The firm has approximately 1402425838334 dollars in assets under management.
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
FL
04/02/2020 - Present
Morgan Stanley (Boca Raton FL)
NY
12/02/2014 - 12/19/2014
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
IA
Issued 04/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2017
Series 3 - National Commodity Futures Examination
BC
Issued 12/02/2014
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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