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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 Louis Merritt is a financial advisor with Morgan Stanley. Michael has been in the industry since 1979. He has a wide range of experience and specializes in asset allocation advice, financial planning, pension consulting, and educational seminars. Michael is registered with FINRA and the state of Texas. Michael is also a registered investment advisor and has a Series 63, Series 65, and Series 7 license.
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
TX
06/01/2009 - Present
Morgan Stanley (Sugar Land TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SUGARLAND TX)
TX
07/21/1983 - 04/02/2007
MORGAN STANLEY DW INC. (SUGARLAND TX)
NA
02/27/1975 - 01/27/1978
WADDELL & REED, INC.
NA
06/26/1974 - 05/09/1975
INTERNATIONAL SECURITIES CORP.
NA
09/25/1973 - 08/19/1974
WADDELL & REED, INC.
IA
Issued 12/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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