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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 Scott Barron is a financial advisor with over 28 years of experience in the industry. Michael is currently registered with Morgan Stanley. Michael has a wide range of experience, having worked with UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated in the past. Michael has passed multiple exams including the Series 63, Series 65, Series 7 and Series 31 exams. Michael is also a Certified Financial Planner and holds a Series 31 license. Michael specializes in advising clients on asset allocation, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for 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
06/12/2020 - Present
Morgan Stanley (West Palm Beach FL)
FL
05/23/2008 - 07/06/2020
UBS FINANCIAL SERVICES INC. (WEST PALM BEACH FL)
FL
04/02/2007 - 05/27/2008
MORGAN STANLEY & CO. INCORPORATED (W. PALM BEACH FL)
FL
11/29/1999 - 04/02/2007
MORGAN STANLEY DW INC. (W. PALM BEACH FL)
NJ
12/16/1996 - 12/22/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
08/17/1994 - 02/21/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1994
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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