Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Sue Roberts Munsell is a financial advisor with over 17 years of experience in the financial services industry. Terri Sue Roberts Munsell is registered with Morgan Stanley and is licensed to offer securities and investment advisory services in multiple states. Terri Sue Roberts Munsell has been providing investment advice and financial planning services to individual clients, high-net-worth individuals, businesses, and institutions. Terri Sue Roberts Munsell is dedicated to helping clients achieve their financial goals. Prior to joining Morgan Stanley, Terri Sue Roberts Munsell was associated with UMB Financial Services, Inc.
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
KS
06/07/2023 - Present
Morgan Stanley (Leawood KS)
MO
03/13/2023 - 06/06/2023
UMB FINANCIAL SERVICES, INC. (Kansas City MO)
BC
Issued 05/25/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Terri Roberts munsell is the right advisor for you? Invested Better is here to help.
