Unclaimed
Tyson Walter Kelley is a financial advisor with Morgan Stanley. Tyson has been in the industry since November 10, 1997. Tyson has been registered with Morgan Stanley since June 1, 2009. Prior to that, Tyson was employed with Citigroup Global Markets Inc. from August 1998 to June 2009. Tyson has passed the Series 63, Series 65, Series 7, Series 31, and Series 52 exams. Tyson is currently registered with the state of Arizona and Texas.
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
AZ
02/20/2020 - Present
Morgan Stanley (PHOENIX AZ)
AZ
09/23/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
MI
11/04/1997 - 09/15/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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