Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Susini is a financial advisor with over 37 years of experience in the industry. Michael is registered with Wells Fargo Clearing Services, LLC and has previously been registered with Lehman Brothers Inc., Kidder, Peabody & Co. Incorporated, E. F. Hutton & Company Inc., PaineWebber Incorporated, Morgan Stanley DW Inc., Morgan Stanley & Co. Incorporated and Morgan Stanley. Michael specializes in providing financial planning, investment consulting, and portfolio management for individuals, businesses, and institutional clients. Michael has a strong track record of success in helping 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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
04/24/2015 - Present
Wells Fargo Clearing Services, LLC (FLORHAM PARK NJ)
NJ
06/01/2009 - 04/27/2015
MORGAN STANLEY (MORRISTOWN NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
01/20/2000 - 04/02/2007
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NJ
07/13/1992 - 01/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/02/1988 - 08/03/1992
LEHMAN BROTHERS INC.
NY
03/07/1988 - 08/03/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/25/1988 - 09/13/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
12/17/1985 - 03/07/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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