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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcia? Claim Your ProfileMarcia Anne Moore has been in the financial services industry since 1978. She currently is a Registered Representative and Investment Advisor Representative with Morgan Stanley. Marcia Moore has a history of working with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and A.G. Edwards & Sons, Inc. She has experience in both Securities and Investment Advisory roles. Marcia Anne Moore has a wide range of experience in the industry, including working with individuals, corporations, and institutions. She is also experienced in providing financial planning, portfolio management, and asset allocation advice. Marcia Anne Moore is registered in many states across the United States.
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
MI
06/01/2009 - Present
Morgan Stanley (Birmingham MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
02/16/1982 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
NA
06/01/1978 - 02/23/1982
A. G. EDWARDS & SONS, INC.
BOTH
Issued 08/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 05/20/1978
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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