Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fe? Claim Your ProfileFe Newell is a registered representative at Morgan Stanley. Newell has been in the financial services industry since 1995 and has worked with a variety of firms, including Citigroup Global Markets Inc., Quick & Reilly, Inc., WM Financial Services, Inc., and Franklin/Templeton Distributors, Inc. Fe is currently registered with FINRA and the state of California, Iowa, and Missouri. Newell specializes in providing financial advice and investment management services to individuals, families, and businesses. Fe is also a registered representative with Morgan Stanley.
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
CA
06/01/2009 - Present
Morgan Stanley (San Jose CA)
CA
01/26/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN JOSE CA)
NY
03/30/2004 - 10/18/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
07/24/2002 - 03/30/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/28/1995 - 04/01/2002
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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