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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Rodesky is a financial advisor with Morgan Stanley. Elizabeth has been working in the financial industry since August 2010. Elizabeth holds the Series 7, Series 9, Series 10, and Series 63 licenses. Elizabeth is also registered with the state of Texas as an Investment Advisor Representative. Elizabeth is experienced in providing financial planning, portfolio management, and investment advice to a variety of clients, including individuals, families, and businesses. Elizabeth is committed to helping her clients 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
05/18/2020 - Present
Morgan Stanley (PURCHASE NY)
CA
12/19/2016 - 08/23/2019
MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)
CA
08/13/2010 - 02/10/2017
MORGAN STANLEY (San Francisco CA)
BC
Issued 08/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
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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