Unclaimed
Angela B Hutter is an active investment advisor representative with over 25 years of experience in the financial services industry. Angela is currently registered with Morgan Stanley. Angela has held previous roles with firms such as MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., NYLIFE SECURITIES INC. and ELAN INVESTMENT SERVICES, INC. Angela has expertise in a variety of financial products and services, including investment banking, securities, and commodities.
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
NY
08/17/2022 - Present
Morgan Stanley (PURCHASE NY)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
03/31/1998 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
NY
11/07/1997 - 03/09/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
05/13/1997 - 10/20/1997
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NJ
09/03/1996 - 03/13/1997
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
IA
Issued 07/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2003
Series 3 - National Commodity Futures Examination
BC
Issued 04/01/1996
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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