Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Chambers Syme is a financial advisor with Morgan Stanley, a well-known and respected investment firm. With over 15 years of experience in the industry, Whitney has a strong track record of providing personalized financial advice to individuals, families, and businesses. Whitney is registered with the state of Alabama as a Registered Representative (RA) and Investment Advisor Representative (IAR). Prior to joining Morgan Stanley, Whitney gained experience at both Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated.
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
AL
06/01/2009 - Present
Morgan Stanley (Birmingham AL)
AL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM AL)
AL
11/10/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM AL)
IA
Issued 08/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Whitney Syme is the right advisor for you? Invested Better is here to help.
