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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 Neuhoff Flanagan is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Morgan Stanley in Dallas, Texas and has been with the firm since 2024. Prior to joining Morgan Stanley, Michael held positions at Credit Suisse Securities (USA) LLC and Goldman, Sachs & Co. Michael is a licensed and registered representative who offers investment advice, financial planning, and portfolio management services to individuals, businesses, and institutions. Michael is committed to providing personalized and professional financial advice to help clients 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
TX
10/24/2024 - Present
Morgan Stanley (Dallas TX)
TX
03/20/2012 - 03/30/2016
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
NY
10/16/2002 - 11/18/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/27/1996 - 07/02/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 09/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2002
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1996
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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