Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Ann Davis is a financial advisor registered with Morgan Stanley. Michelle has been in the financial services industry since 2000, working with UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC before joining Morgan Stanley. Michelle is registered to provide investment advice and brokerage services in 19 states. Michelle's services include financial planning, portfolio management, selection of other advisors, pension consulting and educational seminars.
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
02/03/2023 - Present
Morgan Stanley (Vero Beach FL)
FL
12/10/2015 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (VERO BEACH FL)
FL
09/07/2010 - 12/21/2015
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
07/11/2005 - 09/07/2010
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
NY
04/07/2005 - 07/20/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/31/2003 - 03/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
08/04/2000 - 08/01/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
05/04/1999 - 07/14/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/22/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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