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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 Lynn McGee is an investment professional with over 10 years of experience. She holds licenses in both broker-dealer and investment advisor capacities and has specialized knowledge in areas like portfolio management, financial planning, and pension consulting. Kristy is currently registered as a registered representative and an investment advisor representative with Morgan Stanley. Before joining Morgan Stanley, Kristy worked with Wells Fargo Advisors.
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
CA
02/24/2020 - Present
Morgan Stanley (Sacramento CA)
CA
03/04/2013 - 03/25/2015
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
CA
07/18/2011 - 08/17/2011
MORGAN STANLEY SMITH BARNEY (FOLSOM CA)
CA
11/18/2009 - 01/27/2010
WELLS FARGO INVESTMENTS, LLC (SACRAMENTO CA)
CA
04/02/2007 - 09/17/2008
MORGAN STANLEY & CO. INCORPORATED (FOLSOM CA)
CA
06/19/2006 - 04/02/2007
MORGAN STANLEY DW INC. (FOLSOM CA)
IA
Issued 07/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2006
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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