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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Camile Beck is an investment advisor representative with Morgan Stanley. Darlene has been in the financial services industry since November 1999. Darlene has a Series 7, Series 66, and SIE license. Darlene is licensed to sell securities in Alabama and Texas. Darlene has worked for Morgan Stanley Smith Barney LLC, UBS Financial Services Inc., and Wells Fargo Clearing Services, LLC. Darlene is registered with the Securities and Exchange Commission (SEC) as a broker-dealer. Darlene's firm, Morgan Stanley, is a full-service investment firm that provides a wide range of financial products and services to individual and institutional clients. The firm's assets under management are between $10 billion and $50 billion. Morgan Stanley has over 26,100 registered representatives and approximately 22,500 investment adviser representatives. The firm's client base includes high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans.
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
AL
03/07/2022 - Present
Morgan Stanley (Birmingham AL)
AL
06/16/2020 - 02/28/2022
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM AL)
AL
09/16/2011 - 07/09/2020
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
AL
11/17/1999 - 09/20/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
BOTH
Issued 06/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
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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