Unclaimed
Syrinda Elizabeth Paige is a financial advisor at Morgan Stanley with over 23 years of experience in the financial services industry. Syrinda is registered to provide investment advice in 34 states and the District of Columbia. Syrinda has a wide range of experience in the financial services industry, having worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, Inc. Syrinda holds the Series 6, 7, 31, 63, and 66 licenses, as well as the SIE exam. Syrinda specializes in providing investment advice to individuals, families, businesses, and institutions. Syrinda also has experience in portfolio management, financial planning, and retirement planning.
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
DC
02/14/2022 - Present
Morgan Stanley (Washington DC)
DC
05/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
05/11/2004 - 05/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MO
12/11/2001 - 08/05/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MD
01/21/1998 - 10/10/2001
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 04/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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