Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Duane Puckett is a financial advisor currently registered with Morgan Stanley in Nevada and Texas. Anthony has been working in the financial services industry since July 2009. Anthony is also licensed in 32 states and holds licenses for Series 66, Series 7, and SIE. Anthony has worked at Morgan Stanley Smith Barney LLC in Reno, NV since June 2009 and Morgan Stanley Private Bank, N.A. in New York, NY since January 2015. Anthony specializes in providing a variety of financial services to individuals, corporations, and institutions. Anthony's firm, Morgan Stanley, is a global financial services firm with over 15,700 licensed agents, 22,500 investment advisor representatives, and 26,100 registered representatives. Morgan Stanley manages over $10 billion in assets and serves a variety of clients including insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and investment clubs.
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
NV
01/07/2019 - Present
Morgan Stanley (Reno NV)
BOTH
Issued 07/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2009
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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