Unclaimed
Michael Hennessy is an investment advisor with over 30 years of experience. Michael is currently registered with Morgan Stanley. Previous to that, Michael worked at E*TRADE SECURITIES LLC, CITIGROUP GLOBAL MARKETS INC. and PAINEWEBBER INCORPORATED. Michael has a wide range of experience and holds Series 7, 10, 24, and 63 licenses. Michael has been with Morgan Stanley since 2009 and specializes in providing investment advice and financial planning for a variety of clients, including individuals, businesses, and institutions.
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
NY
05/27/2009 - Present
Morgan Stanley (PURCHASE NY)
NJ
10/26/2020 - 06/03/2024
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
07/16/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
09/19/1989 - 04/20/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 10/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Hennessy is the right advisor for you? Invested Better is here to help.