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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Declan? Claim Your ProfileDeclan O'Brien is an active investment advisor representative with Morgan Stanley, based in Washington, DC. Declan has been in the industry since September 14, 2020. Declan is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Declan specializes in providing investment advice for a variety of clients, including individuals, corporations, insurance companies, charitable organizations, and pension plans. Declan is committed to providing clients with personalized financial advice and services.
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
DC
02/01/2021 - Present
Morgan Stanley (Washington DC)
BOTH
Issued 01/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2020
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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