Unclaimed
Rhoundy Jones is a Registered Representative and Investment Advisor Representative at Morgan Stanley. Rhoundy Jones has been in the industry since April 10, 2016 and has been registered with Morgan Stanley since June 2019. Rhoundy Jones is licensed in 28 states and is also a Series 66, Series 7, and SIE exam holder. Prior to joining Morgan Stanley, Rhoundy Jones was employed at AXA ADVISORS, LLC. Rhoundy Jones is committed to providing financial advice and guidance to help 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.
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
NY
09/13/2023 - Present
Morgan Stanley (New York NY)
NY
02/10/2016 - 05/01/2019
AXA ADVISORS, LLC (WOODBURY NY)
BOTH
Issued 06/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
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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