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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisabeth? Claim Your ProfileElisabeth Kratka is a financial advisor with over 30 years of experience in the industry. Elisabeth is currently registered with Morgan Stanley in PURCHASE, NY. Prior to joining Morgan Stanley, Elisabeth worked at CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Elisabeth has a broad range of experience in the financial industry, including investment banking, securities, and financial planning. Elisabeth is also a registered principal and has passed the Series 7, 9, 10, 63 and SIE exams. Elisabeth is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NY
06/01/2009 - Present
Morgan Stanley (PURCHASE NY)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOMS RIVER NJ)
NY
12/19/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 02/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/25/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
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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