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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 White is a financial advisor with over 28 years of experience. Michael has been with Morgan Stanley since 2009. Previously, Michael worked at Citigroup Global Markets Inc. from 2000 to 2009 and at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 1994 to 2000. Michael holds the Series 7, Series 63 and Series 65 licenses. Michael is registered to offer investment advisory services in 33 states and investment brokerage services in 31 states. Michael's office is located in Tulsa, Oklahoma.
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
OK
03/19/2020 - Present
Morgan Stanley (Tulsa OK)
OK
12/06/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
NY
11/18/1994 - 12/14/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
01/11/1994 - 06/07/1994
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 11/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1994
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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