Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamal? Claim Your ProfileJamal Rashim Smith is a registered investment advisor representative with Morgan Stanley. Jamal has been in the industry since June 2019. Jamal is registered with the state of Maryland and the District of Columbia, and holds the Series 66, Series 7TO, and SIE licenses. Jamal has a diverse background, having previously worked at Schultz Enterprises, Toll Brothers, Brad Gibson & Associates, Cornerstone Loft & Grill, Federal Valet, NewDayUSA, Touch of Italy, Smartlink LLC, and Morgan Stanley Private Bank, N.A. Jamal specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Jamal is committed to providing clients with personalized investment advice and strategies that help them reach 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
DC
11/02/2021 - Present
Morgan Stanley (Washington DC)
BOTH
Issued 07/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jamal Smith is the right advisor for you? Invested Better is here to help.
