Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Crownover is a financial advisor with over two years of experience in the financial services industry. Brooke is currently registered with Morgan Stanley in Newport Beach, CA, and has licenses in both California and Texas. Brooke holds Series 7, 66 and SIE licenses, demonstrating their commitment to providing comprehensive financial guidance. Brooke has a diverse background, having worked in various industries before joining Morgan Stanley. This experience allows Brooke to understand the unique needs of clients from different backgrounds and provides a comprehensive approach to financial planning. Brooke's goal is to build long-lasting relationships with clients, helping them 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
12/15/2023 - Present
Morgan Stanley (Newport Beach CA)
NY
09/13/2023 - 09/29/2023
MORGAN STANLEY (PURCHASE NY)
BOTH
Issued 10/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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