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Michele Manley Klippstein

Morgan Stanley

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About Michele Manley Klippstein

Michele Manley Klippstein is an Investment Advisor Representative with Morgan Stanley. Michele has been in the industry since 1995. Michele has passed the Series 6, Series 7, Series 63, and Series 66 exams. Michele has experience at various firms, including THE HUNTINGTON INVESTMENT COMPANY, LEONARD & COMPANY, MORGAN STANLEY DW INC., HANTZ FINANCIAL SERVICES, INC., MCDONALD INVESTMENTS INC., and VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. Michele is registered in 28 states and is currently located in Grosse Pointe Farms, Michigan.

Firm Information

Michele Klippstein is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Michele Klippstein’s Registration & Firm History

MI

04/02/2020 - Present

Morgan Stanley (Grosse Pointe Farms MI)

MI

03/05/2010 - 09/15/2010

THE HUNTINGTON INVESTMENT COMPANY (TROY MI)

MI

10/06/2008 - 09/01/2009

LEONARD & COMPANY (TROY MI)

MI

06/16/2006 - 10/11/2006

MORGAN STANLEY DW INC. (GROSSE POINTE MI)

MI

07/15/2003 - 11/17/2004

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

OH

01/24/1997 - 07/02/2003

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

TX

04/22/1993 - 07/31/1996

VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)

NA

10/12/1990 - 03/02/1993

KEMPER FINANCIAL SERVICES, INC.

MA

08/31/1987 - 09/05/1990

MFS FINANCIAL SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/25/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/28/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michele Manley Klippstein.
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