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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 Shinichi Latimer is an active Registered Representative and Investment Advisor Representative with over 25 years of experience in the financial services industry. Michael Latimer began his career at Merrill Lynch in 1997 and joined Citigroup Global Markets in 2001. In 2009, Michael Latimer joined Morgan Stanley, where he is currently registered. Michael Latimer provides financial planning and investment management services to a variety of clients, including individuals, businesses, institutions, and high-net-worth individuals. Michael Latimer is licensed to sell securities in many states.
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
WA
06/01/2009 - Present
Morgan Stanley (Yakima WA)
WA
03/05/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SPOKANE WA)
NY
07/16/1997 - 03/16/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2004
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1997
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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