Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Beard is an active investment advisor representative with Morgan Stanley in Alpharetta, Georgia. Michael has been in the securities industry for over 7 years and has a wide range of experience in both investment advisory and brokerage services. Michael is registered to provide services in over 50 states and holds multiple licenses and designations.
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
GA
09/28/2023 - Present
Morgan Stanley (Atlanta GA)
GA
01/07/2016 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
BOTH
Issued 03/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 3 - National Commodity Futures Examination
BC
Issued 01/07/2016
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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