Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayme-lee? Claim Your ProfileJayme-lee Kyritz is a registered representative with Morgan Stanley. Jayme-lee has been working in the financial industry since 2012. Jayme-lee is licensed to provide financial advice in New Jersey. Jayme-lee is also licensed as a registered representative in many other states. Prior to joining Morgan Stanley, Jayme-lee worked at CNR Securities, LLC. Jayme-lee is also a registered investment advisor in Texas and New Jersey. Jayme-lee specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars. Jayme-lee is also a member of the Morgan Stanley team that provides portfolio management for businesses, individuals, and investment companies.
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
NJ
07/27/2023 - Present
Morgan Stanley (Short Hills NJ)
NY
03/08/2023 - 07/28/2023
CNR SECURITIES, LLC (NEW YORK NY)
NJ
03/05/2012 - 08/14/2020
MORGAN STANLEY (LITTLE FALLS NJ)
BC
Issued 06/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jayme-lee Kyritz is the right advisor for you? Invested Better is here to help.
