Unclaimed
Kelly Trach is a financial advisor with Morgan Stanley. Kelly has been in the industry since June 4, 2000. Kelly is licensed in 32 states to provide investment advisory services and holds licenses in both Broker-Dealer and Investment Advisor capacities. Kelly currently works in the Lancaster, Pennsylvania office of Morgan Stanley and has been with the firm since 2010. Kelly’s previous experience includes a role at Merrill Lynch. Kelly has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and investment solutions.
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
PA
04/15/2020 - Present
Morgan Stanley (Lancaster PA)
PA
06/05/2000 - 02/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LANCASTER PA)
BOTH
Issued 06/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2000
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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