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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeann? Claim Your ProfileLeeann Kalinski, E, is an investment advisor representative at Morgan Stanley. Leeann is licensed to offer securities and advisory services in many states, and holds the Series 7TO, Series 66, and SIE licenses. Leeann is a registered representative of Morgan Stanley and has been in the securities industry since 2012. Leeann has worked for several financial institutions, including Edward Jones, BMO Harris Bank, and Wells Fargo Bank. Leeann specializes in providing investment advice and financial planning services to a variety of clients, including individuals, families, businesses, and institutions. Leeann's background in finance, coupled with her experience in working with clients of all types, makes her a valuable resource for anyone seeking investment advice.
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
WI
07/09/2024 - Present
Morgan Stanley (APPLETON WI)
BOTH
Issued 07/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2024
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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