Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Rae Jones is a registered representative with Morgan Stanley. Kristen has been in the industry since April 5, 2022. Kristen is registered with the state of Delaware as an investment advisor representative. Kristen is licensed to sell securities in 30 states and is a general securities representative and has passed the SIE exam. Kristen is also registered with FINRA. Kristen works with individuals, corporations, investment companies, insurance companies, charitable organizations, and government entities.
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
DE
08/13/2022 - Present
Morgan Stanley (Rehoboth Beach DE)
BOTH
Issued 08/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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