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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 L. Vartanian is a financial advisor with Morgan Stanley. Michelle has been in the financial services industry since 1982, and has a wealth of experience working with individual clients, families, and businesses. She holds the Series 7, 63, and 65 licenses, and has been registered with the Securities and Exchange Commission (SEC) since 2009. Prior to joining Morgan Stanley, Michelle worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. Michelle is dedicated to providing her clients with personalized financial advice, investment management, and comprehensive financial planning services.
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
09/08/2023 - Present
Morgan Stanley (Pompano Beach FL)
FL
09/11/2013 - 09/19/2023
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
06/01/2009 - 09/16/2013
MORGAN STANLEY (CORAL SPRINGS FL)
FL
11/06/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CORAL SPRINGS FL)
FL
06/23/1994 - 11/19/2007
CITIGROUP GLOBAL MARKETS INC. (CORAL SPRINGS FL)
NY
05/30/1982 - 06/17/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/02/1982 - 05/11/1982
OTC NET INCORPORATED
IA
Issued 05/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
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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