Unclaimed
Camille Justine Gaffney is a financial advisor with Morgan Stanley. Camille has been in the financial industry since 1996. Camille is registered with the state of California and Texas. Camille has a wide range of experience, including providing financial planning, pension consulting, and asset allocation advice to a variety of clients. Camille 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
04/23/2020 - Present
Morgan Stanley (Brea CA)
CA
10/02/1996 - 01/20/2011
AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)
MN
10/02/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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