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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anneliese? Claim Your ProfileAnneliese Keil is a financial advisor registered with Morgan Stanley and has been in the industry since March 23, 2000. Anneliese is a Registered Representative with the firm and holds a Series 7, Series 3, Series 9, Series 10, Series 24, Series 4, Series 53, and Series 66 license. Anneliese Keil is also an Investment Advisor Representative with Morgan Stanley and holds a Series 65 license.
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
CA
04/23/2020 - Present
Morgan Stanley (San Diego CA)
CA
05/11/2005 - 04/27/2011
LPL FINANCIAL LLC (SAN DIEGO CA)
NE
08/24/1999 - 09/17/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
07/23/1999 - 08/24/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 06/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2002
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 3 - National Commodity Futures Examination
BC
Issued 07/06/1999
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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