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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeri? Claim Your ProfileJeri Lea Beck is a financial advisor with Morgan Stanley. Jeri has been working in the financial industry since 2001 and is registered with FINRA and the states of Oregon and Texas. Jeri has a strong background in providing comprehensive financial planning services to individuals, families, and businesses. She is committed to helping clients achieve their financial goals through personalized advice and investment strategies. Prior to joining Morgan Stanley, Jeri worked at Wells Fargo Advisors Financial Network, LLC and RBC Dain Rauscher Inc. Jeri holds Series 7, 63, and 66 securities licenses and the SIE exam.
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
OR
04/23/2020 - Present
Morgan Stanley (Portland OR)
OR
09/14/2007 - 01/28/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PORTLAND OR)
OR
03/13/2001 - 09/27/2007
RBC DAIN RAUSCHER INC. (PORTLAND OR)
BOTH
Issued 08/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
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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