Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastacia? Claim Your ProfileAnastacia Knudsen is a registered representative with Morgan Stanley, a financial services firm. Anastacia has been working in the securities industry since September 2020 and holds several industry licenses, including Series 63, Series 7TO, and the SIE. Anastacia has experience with The Vanguard Group, Inc. and has worked in various roles, including Financial Advisor and Investment Associate. In addition to working with Morgan Stanley, Anastacia is also registered as a securities agent in 53 states. Anastacia has a passion for helping individuals achieve their financial goals.
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
AZ
10/29/2024 - Present
Morgan Stanley (Tempe AZ)
AZ
09/03/2020 - 08/13/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anastacia Knudsen is the right advisor for you? Invested Better is here to help.
