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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelline may? Claim Your ProfileMichelline May Padilla is a financial advisor with Morgan Stanley. Michelline has over 10 years of experience in the financial services industry, including previous roles at J.P. Morgan Securities LLC, HSBC Securities (USA) Inc., and Wells Fargo Clearing Services, LLC. Michelline holds Series 66, SIE and Series 7 licenses and has expertise in various areas including asset allocation advice, financial planning, portfolio management for businesses, and portfolio management for individuals.
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
CA
03/15/2023 - Present
Morgan Stanley (Palo Alto CA)
CA
01/04/2023 - 02/14/2023
J.P. MORGAN SECURITIES LLC (SAN JOSE CA)
CA
07/26/2019 - 02/09/2022
HSBC SECURITIES (USA) INC. (SAN JOSE CA)
CA
12/15/2017 - 06/14/2019
J.P. MORGAN SECURITIES LLC (LOS GATOS CA)
CA
08/15/2013 - 12/22/2017
WELLS FARGO CLEARING SERVICES, LLC (PALO ALTO CA)
BOTH
Issued 09/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
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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