Unclaimed
Jacques Octave Manset is an investment advisor representative with Morgan Stanley. Jacques has been in the industry since 1986 and has worked for various firms throughout their career, including A.G. Edwards & Sons, Inc., Prudential-Bache Securities Inc., and Thomson McKinnon Securities Inc. Jacques is registered with FINRA and holds Series 3, 7, 9, 10, 63, and SIE licenses. Jacques has a diverse range of experience and is able to provide a variety of services to their clients, including financial planning, asset allocation advice, pension consulting, educational seminars, and selection of other advisors.
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
07/22/2021 - Present
Morgan Stanley (OXNARD CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OXNARD CA)
CA
10/02/1998 - 04/02/2007
MORGAN STANLEY DW INC. (OXNARD CA)
MO
01/21/1991 - 10/12/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/25/1989 - 01/29/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
01/27/1988 - 08/25/1989
THOMSON MCKINNON SECURITIES INC.
NY
09/24/1986 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BC
Issued 11/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
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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