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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trisha? Claim Your ProfileTrisha Renea Petroskus is a financial advisor with Morgan Stanley. Trisha has over 23 years of experience in the financial services industry. Trisha is licensed to provide investment advice in 53 states and is also registered as an Investment Advisor Representative in Texas. Trisha is currently located in Clayton, Missouri and also has an office in Edwardsville, Illinois. Trisha holds a number of professional designations and has completed several industry exams. Trisha specializes in a number of investment areas including portfolio management for individuals, businesses, and investment companies. Trisha also provides asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.
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
IL
06/02/2023 - Present
Morgan Stanley (Edwardsville IL)
IL
06/13/2000 - 05/16/2023
EDWARD JONES (BELLEVILLE IL)
BOTH
Issued 03/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/30/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
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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