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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 McCausland is a registered investment advisor representative with Morgan Stanley. Michael has been in the industry for over 12 years and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. Michael is a registered representative of Morgan Stanley Smith Barney LLC and a registered investment advisor representative of Morgan Stanley Private Bank, N.A. Michael is also registered in multiple states, including Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Missouri, New Jersey, New York, Virginia and Wyoming. Prior to joining Morgan Stanley, Michael worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
FL
03/11/2024 - Present
Morgan Stanley (Winter Park FL)
FL
07/18/2016 - 03/19/2024
WELLS FARGO CLEARING SERVICES, LLC (WINTER PARK FL)
FL
02/17/2012 - 06/19/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
BOTH
Issued 04/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
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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