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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 Magee is a financial advisor registered with Morgan Stanley. Michael has been in the securities industry since 2005 and is currently registered with Morgan Stanley and previously held registrations with J.P. Morgan Securities LLC, Chase Investment Services Corp., Calton & Associates, Inc., OneAmerica Securities, Inc., and Ameriprise Financial Services, Inc., among others. Michael has a strong track record of success in the financial services industry, having obtained his Series 66, Series 7, and SIE licenses. Michael’s areas of focus include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.
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
10/30/2023 - Present
Morgan Stanley (St. Petersburg FL)
FL
10/01/2012 - 10/28/2023
J.P. MORGAN SECURITIES LLC (ST PETE BEACH FL)
FL
11/19/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PINELLAS PARK FL)
FL
06/04/2009 - 11/10/2009
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
06/04/2008 - 06/08/2009
ONEAMERICA SECURITIES, INC. (TAMPA FL)
FL
01/25/2005 - 05/28/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
MN
01/25/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
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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