Nicole Moten is a CFP-designated registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicole is a board member and Secretary/Treasurer for Poverty and Social Reform Institute DBA Leaps and Bounds Family Services since 2012. She spends minimal time outside business hours on executive board responsibilities, including strategic vision, financial statement review, and voting on board issues.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
Banc One Securities CorporationBroker
State Registrations37 states
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