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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Dean Elder is a financial advisor with Morgan Stanley, working in the Short Hills, NJ office. Kellie has been working in the financial industry since January 25, 1999. Kellie has experience working with clients in a variety of financial services capacities, including investment banking, municipal securities, and general securities. Kellie holds the Series 7, 24, 52, 63, 65, and 66 securities licenses, and also holds an Investment Adviser Representative license in Texas and New Jersey. Kellie is also a registered representative of FINRA. In addition to her work at Morgan Stanley, Kellie is also the owner of Elder and Associates, a business focused on firearms sales. Kellie is also a board member for the International Wine and Food Society of Houston.
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
TX
07/08/2022 - Present
Morgan Stanley (Houston TX)
IL
03/01/2018 - 01/03/2022
MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)
ME
09/03/2013 - 04/07/2016
RIDGEWORTH DISTRIBUTORS LLC (PORTLAND ME)
TX
02/15/2012 - 08/16/2013
ING FINANCIAL PARTNERS, INC. (HOUSTON TX)
CT
02/11/2011 - 08/16/2013
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
06/01/2009 - 07/02/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
02/06/2007 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
05/06/2002 - 12/06/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
04/03/1996 - 05/01/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 07/07/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1996
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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