Unclaimed
Anne Marie Hajigeorgiou is a financial advisor with Morgan Stanley. Anne Marie has been in the financial services industry since 2002 and has a strong track record of providing clients with personalized financial advice and investment solutions. Anne Marie holds several industry licenses and certifications including Series 7, Series 6, Series 24, and Series 63. Anne Marie is dedicated to helping clients achieve their financial goals and provides a wide range of services including financial planning, investment management, and retirement planning.
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
GA
09/05/2023 - Present
Morgan Stanley (Alpharetta GA)
NJ
08/11/2023 - 09/05/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
01/14/2004 - 01/19/2017
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
WI
01/02/2003 - 01/05/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
GA
04/12/2002 - 11/26/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
04/09/2002 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 09/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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