Michael McGinnis
Vice President | CERTIFIED FINANCIAL PLANNER® | Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Santa Barbara County, CA, US
- LinkedIn followers
- 500 followers
About Michael McGinnis
As a CERTIFIED FINANCIAL PLANNER® (CFP®), I assist clients with financial planning. My goal is to keep the process simple and practical. Securities Licenses: Series 7, 31, 66 CA Insurance License #0E45438 NMLS #12•••05
Experience
Financial Advisor
Feb 2004 — Present · Santa Barbara, CA, US
Retirement Planning StrategiesLending SolutionsLife Insurance Planning NeedsLong Term Care Planning Needs©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/michael.mcginnis. The information or content is for US residents only and subject to the following disclosures: insurance, disability income insurance, and long-term care insurance products are offered through Morgan Stanley Smith Barney LLC in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Education
University of California, Santa Barbara
B.A.
1970 — 1972
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