Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Cloud is a financial advisor with Morgan Stanley. Molly is a licensed investment advisor and broker-dealer. Molly has been in the financial services industry since 2000 and holds several licenses including Series 7, Series 31, Series 63 and Series 65. Molly is registered in multiple states and has experience working with a wide range of clients including individuals, high-net-worth individuals, families, corporations and institutions. Molly specializes in portfolio management, financial planning, investment advisory services and retirement planning. Molly is also a part-time ski instructor at Deer Valley Ski School in Park City, Utah.
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
TN
12/06/2024 - Present
Morgan Stanley (Franklin TN)
TN
04/25/2012 - 08/30/2016
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
GA
06/20/2001 - 01/28/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
12/14/2000 - 05/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/20/1998 - 12/12/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Molly Cloud is the right advisor for you? Invested Better is here to help.
