Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Crisalli is a financial advisor with over 25 years of experience in the industry. Michelle has been with Morgan Stanley since 2017 and is currently registered in Florida, New Jersey and Texas. Michelle provides a wide range of financial services including financial planning, portfolio management, educational seminars and asset allocation advice. Michelle holds Series 7, 9, 10, 31 and 63 licenses, as well as the SIE and Series 65 exams.
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
NJ
04/23/2020 - Present
Morgan Stanley (TOMS RIVER NJ)
NJ
08/01/2008 - 03/31/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOMS RIVER NJ)
NJ
04/02/2007 - 08/05/2008
MORGAN STANLEY & CO. INCORPORATED (TOMS RIVER NJ)
NJ
09/04/1997 - 04/02/2007
MORGAN STANLEY DW INC. (TOMS RIVER NJ)
IA
Issued 10/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/1997
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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