Unclaimed
Michelle Lu is a financial advisor registered with Morgan Stanley & Co. LLC. Michelle Lu has been working in the securities industry since July 2021. Michelle Lu is a licensed Series 79TO and SIE professional. Michelle Lu is located in Menlo Park, California and is part of the Morgan Stanley & Co. LLC branch office.
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.
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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CA
07/26/2021 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
BC
Issued 07/26/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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