Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Val? Claim Your ProfileVal Adams is a financial advisor with Morgan Stanley. Val has been in the financial services industry since 1988 and has been registered with the state of Texas since 2009. Val has experience working with a variety of clients, including individuals, businesses, and institutions. Val is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Val holds Series 3, 7, 31, 63, and 65 licenses.
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
03/21/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
NY
06/10/1996 - 04/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/08/1989 - 06/18/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/22/1988 - 08/14/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 08/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/1990
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1988
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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