Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalyn? Claim Your ProfileKalyn Fitzpatrick is a registered representative with Morgan Stanley. Kalyn is licensed in 53 states and Washington, D.C. Kalyn has been in the industry since August 6, 2021. Prior to joining Morgan Stanley, Kalyn worked at T. Rowe Price Investment Services, Inc. in Colorado Springs, CO. Kalyn has a Series 7TO, Series 63, and Series 66 licenses. Kalyn also has a background in voice acting and owns a casting agency called Backstage.
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
FL
01/20/2023 - Present
Morgan Stanley (St. Petersburg FL)
CO
07/29/2021 - 01/10/2023
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 04/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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