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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Main is a financial advisor with Morgan Stanley. Jeff is a registered representative of the firm and has been in the financial industry since 2000. Jeff's specializations include: * **Financial Planning:** Jeff can help clients create personalized financial plans to achieve their goals. * **Portfolio Management:** Jeff can help clients manage their investments to meet their risk tolerance and investment objectives. * **Investment Advisory Services:** Jeff can help clients make informed investment decisions. * **Educational Seminars:** Jeff offers educational seminars to clients on various financial topics. Jeff is committed to providing his clients with the highest quality financial advice and services. Jeff is also dedicated to building long-term relationships with his clients and helping them achieve 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
CA
03/11/2020 - Present
Morgan Stanley (Laguna Niguel CA)
CA
11/18/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (IRVINE CA)
NY
04/19/2000 - 11/21/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/2000
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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