Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Outlaw is a financial advisor with over 26 years of experience in the industry. Michael has been a registered representative since August 1996, working in various firms, including Morgan Stanley and Rockefeller Financial LLC. Michael is currently associated with Rockefeller Capital Management. Michael holds multiple licenses and certifications, including Series 7, 9, 10, 31, 63, and 65. Michael specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/29/2018 - Present
Rockefeller Financial LLC (New York NY)
GA
06/01/2009 - 11/03/2018
MORGAN STANLEY (ATLANTA GA)
DC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
FL
08/26/1996 - 04/02/2007
MORGAN STANLEY DW INC. (SARASOTA FL)
IA
Issued 09/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2002
Series 3 - National Commodity Futures Examination
BC
Issued 09/12/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Outlaw is the right advisor for you? Invested Better is here to help.
