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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanleigh? Claim Your ProfileShanleigh Geraghty Bird is a financial advisor with Morgan Stanley. Shanleigh has been in the financial services industry since December 2008. Prior to joining Morgan Stanley, Shanleigh was with CITIGROUP GLOBAL MARKETS INC. Shanleigh has a Series 3, 7, and 63 securities license and a Series 65 investment advisory license. Shanleigh is registered in 32 states as a broker-dealer and 2 states as an investment advisor.
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
CA
03/03/2020 - Present
Morgan Stanley (Rolling Hills Estates CA)
CA
12/10/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROLLING HILLS CA)
IA
Issued 09/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/09/2008
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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