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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Taliaferro is a financial advisor with Morgan Stanley. Kristy Taliaferro has been in the industry since April 9, 2000. Kristy Taliaferro's office is located in Paducah, Kentucky. Kristy Taliaferro is registered with the following states: Florida, Illinois, Kentucky, Michigan, Missouri, Oklahoma, Tennessee, and Virginia. Kristy Taliaferro is also registered with the Financial Industry Regulatory Authority (FINRA). Kristy Taliaferro is a Series 63, Series 66, Series 7, and Series 10 licensed advisor.
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
KY
09/30/2024 - Present
Morgan Stanley (Paducah KY)
BOTH
Issued 09/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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