Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emma? Claim Your ProfileEmma Kristine Rose is a registered representative with Morgan Stanley in Cincinnati, Ohio. Emma has been in the industry for 4 years and has a Series 66, Series 7TO and SIE license. Emma holds registrations in 41 states, including Ohio, Texas, and other states where she is licensed to provide securities and investment advice. Emma is currently working at the Cincinnati branch of Morgan Stanley, located at 7755 Montgomery Road, 2nd Floor. Emma has a strong background in the financial services industry.
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
OH
03/18/2020 - Present
Morgan Stanley (Cincinnati OH)
BOTH
Issued 01/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2019
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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