Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary ann? Claim Your ProfileMary ann J. Roberts is a registered representative with Morgan Stanley, a firm headquartered in Purchase, NY. Mary ann Roberts has over 7 years of experience in the securities industry and holds licenses in both Florida and Georgia. Mary ann Roberts is affiliated with the Palm Beach Gardens, FL branch office of Morgan Stanley. The firm manages more than $1.4 trillion in client assets. Morgan Stanley offers a wide range of financial services, including investment advice, portfolio management, financial planning, and educational seminars. Mary ann Roberts has access to these services and can provide tailored recommendations to clients based on their individual needs and goals.
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
FL
07/28/2021 - Present
Morgan Stanley (Palm Beach Gardens FL)
NY
10/16/2020 - 07/27/2021
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
02/12/2015 - 08/04/2017
MORGAN STANLEY & CO. LLC (NEW YORK NY)
IA
Issued 04/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
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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