Unclaimed
Whitney Christine Duske is a registered representative at Morgan Stanley. Whitney has been working in the financial industry since July 19, 2020. Whitney is registered with the state of Kansas, Missouri and Texas. Whitney holds the Series 66, Series 7TO, Series 9 and Series 10 licenses. Whitney also has a number of other business activities. Whitney has been employed by Morgan Stanley Smith Barney LLC since October 2019 and by Mojo Cycling Studio since May 2015. Whitney is also active in a number of other business and community organizations. Whitney is committed to providing her clients with the highest quality financial advice.
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
MO
03/04/2022 - Present
Morgan Stanley (Kansas City MO)
BOTH
Issued 10/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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