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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 Joseph Lamagna is a financial advisor at Morgan Stanley. Michael has been a registered representative for over 20 years. Michael has experience in a variety of financial services, including securities, commodities and futures. Michael is also registered as an Investment Advisor Representative in the state of Texas. Prior to joining Morgan Stanley, Michael was employed by E*TRADE SECURITIES LLC and E*TRADE CLEARING LLC. Michael has a variety of licenses, including Series 3, 4, 7, 24, 52TO, 63, 66, 99TO and SIE.
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
NJ
08/04/2022 - Present
Morgan Stanley (Jersey City NJ)
NJ
08/13/2009 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
08/13/2009 - 08/06/2015
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
10/24/2007 - 07/06/2009
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
03/15/2006 - 08/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
11/24/2003 - 04/29/2005
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
BOTH
Issued 09/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2024
Series 4 - Registered Options Principal Examination
BC
Issued 01/28/2013
Series 24 - General Securities Principal Examination
BC
Issued 04/18/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/2003
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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