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MICHELLE LYNN LIVELY
MICHELLE LYNN MARFEY
CRD#: 2239163
IA
B
MORGAN STANLEYCRD#: 149777 34901 Woodward Avenue
Suite 300
Birmingham, MI 48009
Suite 300
Birmingham, MI 48009
View By:
10/18/2019
Financial
Pending
State Registrations
B
Alabama 12/1/2020
B
Nevada 6/1/2009
B
Arizona 6/1/2009
B
New Hampshire 5/10/2016
B
California 2/8/2011
B
New Jersey 2/7/2011
B
Colorado 2/8/2011
B
New Mexico 5/22/2018
B
Connecticut 1/5/2024
B
New York 2/7/2011
B
Delaware 8/31/2016
B
North Carolina 2/7/2011
B
Florida 6/1/2009
B
Ohio 1/7/2010
B
Georgia 2/7/2011
B
Oklahoma 5/5/2016
B
Hawaii 5/9/2016
B
Oregon 2/7/2011
B
Idaho 3/4/2022
B
Pennsylvania 2/8/2011
B
Illinois 2/7/2011
B
Rhode Island 6/22/2016
B
Indiana 2/8/2011
B
South Carolina 2/10/2011
B
Kentucky 2/7/2011
B
South Dakota 5/7/2013
B
Maine 4/19/2023
B
Tennessee 2/11/2011
B
Maryland 2/7/2011
B
Texas 2/22/2011
B
Massachusetts 2/7/2011
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Texas 9/28/2016
B
Michigan 6/1/2009
B
Utah 1/11/2013
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Michigan 2/24/2016
B
Virginia 2/7/2011
B
Minnesota 4/4/2018
B
Washington 2/7/2011
B
Missouri 5/7/2018
B
Wisconsin 2/7/2011
B
Montana 2/7/2011
B
Wyoming 4/26/2022
SRO Registrations
B
B
B
B
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Learn about permitted activities of registered principals
IA
Registered with this firm since 2/24/2016
B
Registered with this firm since 6/1/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 04/20/2006 - 06/01/2009 | TROY, MI | |
B | 08/09/2002 - 04/11/2006 | ST. PETERSBURG, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.