Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dee? Claim Your ProfileDee Rae Clarke is a financial advisor with Morgan Stanley. Dee has been in the securities industry since 2000 and holds Series 7, 8, 63 and 66 licenses. Dee Rae Clarke is registered in 54 states and has specialized experience working with individuals, insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities.
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
NV
02/24/2020 - Present
Morgan Stanley (Las Vegas NV)
MO
10/20/2000 - 04/11/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/02/1998 - 10/19/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
05/03/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
BOTH
Issued 05/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
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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