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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 William Kew is an active investment advisor representative at Morgan Stanley. Michael Kew has been in the financial services industry since 1974. Michael Kew has experience with several firms, including CITIGROUP GLOBAL MARKETS INC., and PRUDENTIAL SECURITIES INCORPORATED. Michael Kew is registered in 37 states and is also registered with the Securities and Exchange Commission. Michael Kew specializes in providing a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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
03/03/2020 - Present
Morgan Stanley (RANCHO SANTA FE CA)
CA
07/01/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RANCHO SANTA FE CA)
NY
09/06/1988 - 07/06/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/30/1987 - 09/13/1988
THOMAS GREEN/SAN DIEGO SECURITIES INCORPORATED
NA
04/23/1974 - 11/05/1987
SAN DIEGO SECURITIES INCORPORATED
BC
Issued 10/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1988
PC - AMEX Put and Call Exam
BC
Issued 04/20/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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