Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Langlois is a financial advisor currently registered with Morgan Stanley. Michael has been in the financial industry for 18 years and is licensed in multiple states, including Florida, Connecticut, California, Colorado, and many more. Michael holds several licenses, including Series 6, 7, 31, 63, and 65, and is a registered representative of Morgan Stanley and its affiliate, Morgan Stanley Private Bank, National Association. Michael has extensive experience in providing financial advice to a diverse clientele, including individuals, families, high-net-worth individuals, corporations, investment clubs, charitable organizations, and insurance companies. Michael's previous employers include Merrill Lynch and Citigroup Global Markets Inc. Michael is committed to providing personalized financial planning and investment advice to help clients achieve their financial goals.
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
12/12/2018 - Present
Morgan Stanley (Fort Myers FL)
CT
03/06/2009 - 06/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
04/21/2006 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
VT
02/07/2005 - 04/12/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 04/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Langlois is the right advisor for you? Invested Better is here to help.
