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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Lynn Traylor is a financial advisor at Morgan Stanley. She has been in the financial services industry for over 35 years and has a strong track record of success. She is committed to providing her clients with personalized financial advice and investment strategies that meet their individual needs. Kristi Lynn Traylor has experience working with a variety of clients, including individuals, families, businesses, and institutions. She is also a Registered Representative and an Investment Advisor Representative. Kristi Lynn Traylor is committed to providing her clients with the highest level of service and expertise. She is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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
TX
11/01/2019 - Present
Morgan Stanley (Fort Worth TX)
TX
06/23/2009 - 11/12/2019
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
TX
03/02/1998 - 07/02/2009
RBC CAPITAL MARKETS CORPORATION (FORT WORTH TX)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
10/20/1983 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
BOTH
Issued 06/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
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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