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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 Huntsman is an investment advisor representative registered with Morgan Stanley. Michael has been in the securities industry since 1993. Previously, Michael was with UBS Financial Services Inc. from 2013 to 2023. Michael also worked with Deutsche Bank Securities Inc. from 2005 to 2013. Michael holds Series 63, 65, 7, 9, 10, 31 and SIE licenses. Michael has experience in portfolio management, financial planning, and investment advisory services for individuals, businesses, investment companies, and charitable organizations.
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
05/05/2023 - Present
Morgan Stanley (Los Angeles CA)
CA
02/28/2013 - 05/16/2023
UBS FINANCIAL SERVICES INC. (Los Angeles CA)
CA
06/07/2005 - 03/08/2013
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
MA
12/13/2002 - 06/08/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/22/1993 - 11/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1993
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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