Unclaimed
Kelly Ryan Harvey is a financial advisor with Morgan Stanley & Co. LLC. Kelly has been in the financial services industry since January 20, 2009. Kelly holds the Series 6, Series 63, and SIE licenses. Kelly is registered with the state of New York. Prior to joining Morgan Stanley & Co. LLC, Kelly was employed with T. Rowe Price Investment Services, Inc.
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.
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.
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2
NY
02/04/2015 - Present
Morgan Stanley & Co. LLC (NEW YORK NY)
MD
01/12/2009 - 01/26/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BC
Issued 04/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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