Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lance Million is an investment advisor representative with Morgan Stanley. Michael Lance Million is licensed in 53 states and the District of Columbia. Michael Lance Million has been in the financial industry since 1987. Michael Lance Million has a strong track record of success in the financial services industry. Michael Lance Million is committed to providing clients with personalized financial advice and investment management services.
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
CA
04/23/2020 - Present
Morgan Stanley (Newport Beach CA)
OH
03/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CLEVELAND OH)
NY
02/25/1994 - 03/03/2008
WACHOVIA SECURITIES, LLC (ALBANY NY)
MO
04/19/1991 - 03/24/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
CT
12/21/1990 - 04/02/1991
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
MO
04/21/1988 - 10/31/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
09/24/1987 - 04/29/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
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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