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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 Peter Doumani is a financial advisor with over 30 years of experience in the industry. Michael currently works for Morgan Stanley and has been registered with the firm since 2009. Before that, Michael worked for several other firms, including Citigroup Global Markets Inc, Schroder & Co. Inc., PaineWebber Incorporated, Donaldson, Lufkin & Jenrette Securities Corporation, Morgan, Olmstead, Kennedy & Gardner Incorporated, and Bateman Eichler, Hill Richards, Incorporated. Michael holds a variety of licenses and registrations, including Series 7TO, SIE, PC, Series 4, Series 12, and Series 40. He is registered in over 30 states, including California, Texas, New York, Florida, and Massachusetts. Michael offers a variety of financial services, including portfolio management, financial planning, and educational seminars.
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
CA
03/03/2020 - Present
Morgan Stanley (Bel Air CA)
CA
05/27/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
03/08/1996 - 05/27/2000
SCHRODER & CO. INC. (NEW YORK NY)
NJ
07/09/1990 - 02/05/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
08/08/1988 - 06/15/1990
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
08/03/1983 - 08/02/1988
MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED
NA
06/08/1966 - 07/25/1983
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
01/21/1974 - 06/09/1975
DANIEL REEVES & CO. INCORPORATED
NA
06/09/1966 - 02/21/1974
SHEARSON, HAMMILL & CO., INCORPORATED
BC
Issued 12/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/1988
Series 4 - Registered Options Principal Examination
BC
Issued 12/08/1975
Series 12 - NYSE Branch Manager Examination
BC
Issued 03/13/1975
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 06/08/1966
Series 000 - General Securities Principal Examination
BC
Issued 06/08/1966
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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