Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Elizabeth Crawford is a registered representative with Morgan Stanley. Kelsey is a registered representative with Morgan Stanley and has been in the industry since 2017. Kelsey is licensed in several states including Pennsylvania and Texas. Kelsey is also a Registered Investment Advisor. Kelsey provides financial planning and portfolio management services for a range of clients including individuals, businesses, and institutional investors.
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 (Berwyn PA)
PA
03/28/2017 - 09/10/2018
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BOTH
Issued 05/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kelsey Crawford is the right advisor for you? Invested Better is here to help.
