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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Ryan Townsend is a financial advisor who has been working in the industry since June 1996. Currently, Ted is registered with Morgan Stanley. Ted has been working with Morgan Stanley since August 2010. Prior to this, Ted was with FIDELITY BROKERAGE SERVICES LLC. Ted is licensed in Utah and has various state and product licenses. Ted is also an active investment advisor representative, and his expertise includes various specializations.
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
UT
05/08/2012 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
10/04/2006 - 02/21/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
RI
09/10/1993 - 11/07/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 05/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1993
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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