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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanine? Claim Your ProfileJeanine Michelle Norris is a financial advisor with Morgan Stanley, with over 20 years of experience in the financial services industry. Jeanine is registered in 53 states and is also licensed to offer Investment Advisory services in Delaware, Maryland and Texas. Jeanine has held previous roles at UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Jeanine specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, investment clubs, investment companies, banking or thrift institutions, pension and profit-sharing plans and state or municipal government entities.
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
MD
05/23/2018 - Present
Morgan Stanley (Lutherville MD)
MD
11/20/2009 - 09/30/2010
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
NY
06/01/2009 - 12/10/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
MD
04/18/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
MD
12/03/1998 - 04/16/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2011
Series 3 - National Commodity Futures Examination
BC
Issued 11/25/1998
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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