linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph R Agee

Morgan Stanley

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph R Agee

Joseph R Agee, a financial advisor with over 25 years of experience in the industry, is currently registered with Morgan Stanley. Joseph has held previous roles with Keel Point Capital, LLC, and Morgan Stanley & Co. Incorporated. Joseph R Agee has demonstrated a diverse professional background, having experience with various financial institutions and specializing in diverse investment strategies. Joseph holds multiple securities licenses, including Series 3, 7, 9, 10, 63, and 65, signifying a commitment to providing comprehensive financial services.

Firm Information

Joseph Agee is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

asset allocation advice

Asset allocation advice

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

See schedule d miscellaneous

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Agee’s Registration & Firm History

AL

03/05/2024 - Present

Morgan Stanley (Florence AL)

AL

03/01/2019 - 03/31/2023

KEEL POINT CAPITAL, LLC (HUNTSVILLE AL)

FL

06/01/2009 - 03/01/2019

MORGAN STANLEY (JACKSONVILLE FL)

FL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (JACKSONVILLE FL)

FL

04/08/2003 - 04/02/2007

MORGAN STANLEY DW INC. (JACKSONVILLE FL)

NY

08/16/1996 - 04/14/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Joseph R Agee is right for you?

Licenses & Designations

IA

Issued 09/09/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/16/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2005

Series 3 - National Commodity Futures Examination

BC

Issued 08/07/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joseph R Agee.
Not sure if Joseph R Agee is right for you?