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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 Kaline is a financial advisor with Morgan Stanley. Michael has been working in the financial services industry since 2004 and holds both Series 66 and Series 7 licenses. In addition to his FINRA licenses, Michael has also passed the SIE and Series 65 exams. Michael is registered with the following states: Maine, Massachusetts, Michigan, New York, Pennsylvania and Wisconsin. In addition to his current employment with Morgan Stanley, Michael has held previous roles with Ashton Young, Inc. and Sigma Financial Corporation.
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
MI
03/19/2020 - Present
Morgan Stanley (Birmingham MI)
MI
04/30/2015 - 03/09/2020
ASHTON YOUNG, INC. (BLOOMFIELD HILLS MI)
MI
06/23/2008 - 12/31/2014
SIGMA FINANCIAL CORPORATION (BLOOMFIELD HILLS MI)
MI
05/19/2004 - 05/13/2008
AXA ADVISORS, LLC (TROY MI)
IA
Issued 01/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
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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