Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Latisha? Claim Your ProfileLatisha Pryor is a financial advisor registered with Morgan Stanley. Latisha has been a financial advisor for over 17 years, with experience in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Latisha is licensed to offer investment advice in 52 states and is also registered as an Investment Advisor Representative in Texas.
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
02/23/2023 - Present
Morgan Stanley (San Luis Obispo CA)
CA
11/01/2022 - 12/31/2022
CETERA ADVISORS LLC (SAN LUIS OBISPO CA)
CA
03/21/2018 - 11/14/2022
MORGAN STANLEY (San Luis Obispo CA)
CA
09/15/2017 - 03/26/2018
INDEPENDENT FINANCIAL GROUP, LLC (San Luis Obispo CA)
CA
09/20/2005 - 09/21/2017
FIRST ALLIED SECURITIES, INC. (SAN LUIS OBISPO CA)
IA
Issued 06/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2005
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Latisha Pryor is the right advisor for you? Invested Better is here to help.
