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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betsy? Claim Your ProfileBetsy Edmunson is a financial advisor with Morgan Stanley. Betsy has over 12 years of experience in the financial services industry. Betsy has a strong background in providing investment advice to individuals, families, and businesses. Betsy holds the Series 7, Series 66, and SIE licenses. Betsy is registered to provide investment advice in 53 states and the District of Columbia. Betsy is committed to helping clients achieve their financial goals.
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
03/14/2022 - Present
Morgan Stanley (San Diego CA)
CA
12/17/2020 - 08/24/2021
MORGAN STANLEY (La Jolla CA)
CA
06/26/2020 - 12/18/2020
LPL FINANCIAL LLC (LA JOLLA CA)
CA
05/07/2013 - 07/08/2020
UNIONBANC INVESTMENT SERVICES, LLC (LA JOLLA CA)
CA
01/03/2011 - 01/23/2013
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
06/15/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
BOTH
Issued 07/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2009
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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