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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 Marquez Laconsay is a financial advisor with Morgan Stanley. Michael is registered in 34 states and the District of Columbia. Michael has been in the industry since 1988 and has held various positions at Morgan Stanley, including Financial Advisor, Financial Consultant, and Investment Advisor Representative. Michael has a diverse set of experience in the financial industry, including experience with various financial products and services, such as fixed income securities, equity securities, mutual funds, and variable annuities. Michael has also served as a Board Member of the Lions Club of Honolulu.
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
HI
11/08/2018 - Present
Morgan Stanley (Honolulu HI)
HI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
HI
07/22/1998 - 04/02/2007
MORGAN STANLEY DW INC. (HONOLULU HI)
CA
10/19/1988 - 07/01/1998
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 08/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/1994
Series 4 - Registered Options Principal Examination
BC
Issued 08/31/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1988
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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