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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Lynne Burns is an active investment advisor representative at Morgan Stanley. Katie has been in the industry since August 1, 2022 and holds licenses in multiple states. Katie has passed a number of industry exams, including Series 66, Series 10, Series 9, Series 7TO and the SIE exam. Katie has a proven track record of success in the financial services industry. Katie is committed to providing her clients with the highest level of service and expertise.
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
10/13/2022 - Present
Morgan Stanley (Tampa FL)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2022
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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