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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 Reilly is a financial advisor at Morgan Stanley. Michael has been in the industry since 1992 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Michael is registered with FINRA and holds several licenses, including Series 7, 9, 10, 31, 63 and 65. Michael is also registered as an Investment Advisor Representative in Florida and Texas. Michael is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
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 (Aventura FL)
VA
10/26/2011 - 02/16/2012
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
MO
03/24/2006 - 10/10/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MA
08/25/2003 - 01/20/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/25/2003 - 01/20/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/10/1998 - 11/26/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/13/1996 - 01/21/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/27/1992 - 08/23/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
05/23/1989 - 03/13/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1989
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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