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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kleo? Claim Your ProfileKleo Curry, CFP®, is a financial advisor with Morgan Stanley. Kleo has been in the financial services industry for over 17 years and has held previous roles at UBS Financial Services Inc. and Citigroup Global Markets Inc. Kleo is licensed to provide investment advice in Texas and Virginia. Kleo specializes in providing financial planning, asset allocation, and portfolio management services to individuals, businesses, and investment companies. Kleo is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
VA
07/21/2023 - Present
Morgan Stanley (Mclean VA)
VA
11/14/2008 - 07/31/2023
UBS FINANCIAL SERVICES INC. (McLean VA)
VA
03/14/2006 - 12/04/2008
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
IA
Issued 03/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/2006
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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