Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Killcreas is a financial advisor with over 40 years of experience in the industry. Roland is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Roland worked at several other firms, including Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Roland is registered as an Investment Advisor Representative in Alabama and Texas. Roland is a Series 63, Series 65, Series 3 and Series 7 licensed individual. Roland provides a range of financial services, including financial planning, asset allocation advice, and portfolio management. Roland is dedicated to 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.
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
AL
01/27/2015 - Present
Morgan Stanley (MOBILE AL)
AL
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOBILE AL)
MD
10/17/1988 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
07/09/1986 - 10/17/1988
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.
NA
03/02/1982 - 06/13/1986
E. F. HUTTON & COMPANY INC
IA
Issued 06/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1986
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1982
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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