Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Crabtree is an active investment advisor representative with Morgan Stanley. Barbara has been in the securities industry since August 24, 1978. Barbara has worked at several other firms in the past, including Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Barbara is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 9, Series 10, Series 12, Series 63, and Series 65 licenses. She is also registered in 10 states, including California, Florida, Kansas, Mississippi, New York, Oklahoma, Tennessee, and Texas. Barbara's current employer, Morgan Stanley, is a large investment firm with approximately $10 billion - $50 billion in assets under management. They provide a wide range of financial services, including investment advice, financial planning, and portfolio management.
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
TX
04/07/2020 - Present
Morgan Stanley (Dallas TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LONGVIEW TX)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/25/1978 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 02/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/22/1983
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1978
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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