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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 Kenneth Thompson is a financial advisor with over 4 years of experience in the industry. He is currently registered with Morgan Stanley, a large financial services firm with a focus on wealth management. Michael Kenneth Thompson specializes in providing financial planning, investment management, and retirement planning services to individuals, businesses, and institutions. He has a strong understanding of the financial markets and a commitment to providing his clients with personalized, goal-oriented advice. Michael Kenneth Thompson is also a licensed Series 7 and Series 63 representative, which allows him to provide a full range of financial services to his clients.
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
DC
01/16/2025 - Present
Morgan Stanley (Washington DC)
MD
08/19/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
11/08/2019 - 08/12/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (SILVER SPRING MD)
BC
Issued 06/11/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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