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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Booker Bennett is a financial advisor with Morgan Stanley and has been in the industry since 1994. Michelle is registered with the state of Texas and Arkansas. Michelle holds a Series 7, Series 63, and Series 65 licenses. In addition to the Series licenses, Michelle has the SIE exam. Michelle has a wide range of experience and expertise in providing financial advice to individuals, families, and businesses. Michelle is committed to helping clients achieve their financial goals, and she is known for her personalized approach and her dedication to client satisfaction. Michelle has previously worked for RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., STERNE, AGEE & LEACH, INC., and SAL CLEARING CORPORATION.
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
TX
11/15/2016 - Present
Morgan Stanley (Dallas TX)
AR
02/13/2013 - 08/13/2013
RAYMOND JAMES & ASSOCIATES, INC. (LITTLE ROCK AR)
AR
04/08/2002 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (LITTLE ROCK AR)
AL
12/01/1995 - 04/09/2002
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
09/12/1994 - 12/01/1995
SAL CLEARING CORPORATION (BIRMINGHAM AL)
IA
Issued 10/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
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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