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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 Ta Hsu is a financial advisor with Morgan Stanley. Michael Ta Hsu is licensed in both California and Texas. Michael Ta Hsu has been in the financial services industry since 2004, having worked previously with firms such as TRANSAMERICA FINANCIAL ADVISORS, INC, PFS INVESTMENTS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael Ta Hsu's current position with Morgan Stanley is located in San Mateo, CA.
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
01/28/2021 - Present
Morgan Stanley (San Mateo CA)
CA
10/21/2014 - 12/08/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ALVISO CA)
CA
04/20/2012 - 10/24/2012
PFS INVESTMENTS INC. (SAN JOSE CA)
CA
02/12/2008 - 04/28/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
CA
06/08/2004 - 02/12/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
IN
06/08/2004 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2004
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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