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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci? Claim Your ProfileTraci Beckwith is a financial advisor with Morgan Stanley and has been in the financial services industry since August 27, 1995. Traci has experience working with individuals, high-net-worth individuals, businesses, investment companies, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. Traci has a wide range of experience in providing financial advice and services, including portfolio management, financial planning, asset allocation, and investment management.
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
TX
06/01/2009 - Present
Morgan Stanley (San Antonio TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN ANTONIO TX)
TX
03/11/1997 - 04/02/2007
MORGAN STANLEY DW INC. (SAN ANTONIO TX)
NY
08/27/1996 - 02/18/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/26/1996 - 08/15/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/30/1995 - 10/09/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
AR
03/03/1995 - 08/21/1995
WORTHEN INVESTMENTS, INC. (LITTLE ROCK AR)
IA
Issued 12/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/02/1995
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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