Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Misty? Claim Your ProfileMisty Renee Wilson is a financial advisor with over 16 years of experience in the industry. Currently, Misty is registered with Wells Fargo Clearing Services, LLC and holds Series 7 and Series 63 licenses as well as the SIE exam. Previously, Misty was employed with Morgan Stanley and Citigroup Global Markets Inc. Her expertise lies in offering financial planning, investment consulting, and portfolio management services for individuals and businesses. Misty has a proven track record of success in helping clients achieve their financial 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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
06/12/2015 - Present
Wells Fargo Clearing Services, LLC (CINCINNATI OH)
OH
07/21/2010 - 06/25/2015
MORGAN STANLEY (CINCINNATI OH)
KY
12/05/2007 - 10/19/2011
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
BC
Issued 12/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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