Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jo White is a financial advisor with Morgan Stanley. Kelly has been in the financial industry since August 2020 and has a Series 99TO and SIE licenses. Kelly is registered with FINRA and the SEC. Kelly has experience with a variety of firms including Morgan Stanley & Co. LLC, Fidelity Prime Financing, and Fidelity Brokerage Services LLC. Kelly is active in the industry and provides a range of financial advisory services to a diverse clientele.
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
NY
05/12/2023 - Present
Morgan Stanley (PURCHASE NY)
NY
04/19/2023 - 05/12/2023
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NJ
04/16/2021 - 03/14/2023
DIGITAL BROKERAGE SERVICES LLC (JERSEY CITY NJ)
MA
04/14/2021 - 03/14/2023
FIDELITY PRIME FINANCING (BOSTON MA)
NJ
04/08/2021 - 03/14/2023
FIDELITY BROKERAGE SERVICES LLC (JERSEY CITY NJ)
NJ
04/07/2021 - 03/14/2023
FIDELITY DISTRIBUTORS COMPANY LLC (JERSEY CITY NJ)
NJ
07/16/2020 - 03/09/2023
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
BC
Issued 07/16/2020
Series 99TO - Operations Professional Examination
BC
Issued 07/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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