Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Elise Cajthaml is a registered representative with Morgan Stanley. Claire has been in the financial services industry since 2017 and is licensed to sell securities in 44 states and 2 states for investment advisory. Claire has a background in education, having worked with Saint Leo University and Florida State University. Claire has also worked in various industries including sales, hospitality and education prior to joining Morgan Stanley in 2019. Claire is dedicated to providing clients with personalized financial advice and investment strategies. Claire holds the Series 7TO, Series 66, and SIE exams.
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
FL
08/14/2023 - Present
Morgan Stanley (Tampa FL)
BOTH
Issued 08/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2021
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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