Unclaimed
Cameron Parker is a financial advisor with Morgan Stanley. Parker has been in the financial services industry since 2016. Parker has held previous roles at E*TRADE Securities LLC. Parker is registered as a securities representative with the Financial Industry Regulatory Authority (FINRA) and is also registered as a securities agent in all 50 states. Cameron specializes in providing a variety of financial services, including investment advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Parker holds multiple licenses, including Series 4, 7, 9, 10, 24, and 63.
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
UT
10/07/2024 - Present
Morgan Stanley (Sandy UT)
UT
10/26/2016 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 11/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/14/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
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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