Unclaimed
Angela Crowe is a financial advisor with Morgan Stanley. Angela has been working in the financial services industry for over 10 years. Angela is a Registered Representative and Investment Advisor Representative with FINRA and is licensed to provide financial advice in numerous states. Angela specializes in investment advice, retirement planning and estate planning. Angela also provides financial education and seminars to individuals and groups.
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
AR
03/02/2023 - Present
Morgan Stanley (Little Rock AR)
AR
04/28/2022 - 01/13/2023
NYLIFE SECURITIES LLC (BRYANT AR)
AR
08/18/2020 - 04/04/2022
NYLIFE SECURITIES LLC (LITTLE ROCK AR)
BOTH
Issued 05/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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