Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Watt Knowles is a financial advisor with Morgan Stanley, specializing in providing investment advice to a diverse range of clients. Casey has been working in the financial industry since 2001 and has earned several professional certifications. Casey's commitment to clients is evident in their deep understanding of individual needs and their dedication to helping them achieve their financial goals. Casey's experience with Stifel, Nicolaus & Company, Incorporated, and Morgan Stanley & Co. Incorporated, coupled with their current position at Morgan Stanley, demonstrates Casey's expertise in the financial services industry.
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
02/24/2020 - Present
Morgan Stanley (Stockton CA)
CA
05/12/2016 - 05/26/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (STOCKTON CA)
CA
06/01/2009 - 05/18/2016
MORGAN STANLEY (STOCKTON CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STOCKTON CA)
CA
04/10/2001 - 04/02/2007
MORGAN STANLEY DW INC. (STOCKTON CA)
BOTH
Issued 05/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2001
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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