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Portfolio Management for Individuals Advisors in Vermont
94 Results
Unclaimed
location

Colchester, VT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Albert Toto has been in the financial services industry since 2000. Albert is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative and has been with the firm since 2009. Albert is registered to provide advisory services in a variety of states. Albert is a licensed securities professional with a broad range of financial expertise, including investment advisory services, portfolio management, and financial planning. Albert has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley

location

Colchester, VT

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Alice Rudd is a financial advisor at Morgan Stanley. Alice has been in the industry since 1988. Alice is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Alice is licensed to offer investment advice and securities products in 41 states, including Texas and Vermont. Alice specializes in providing financial planning, portfolio management, and asset allocation advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Colchester, VT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Alison E Wilson is a registered representative with Morgan Stanley, located in Colchester, Vermont. Alison has been in the financial services industry since May 2013. Alison holds Series 7, Series 66, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Colchester, VT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Allison Russell is a financial advisor registered with Morgan Stanley. Allison has been in the securities industry since December 11, 2017. Allison is licensed in 41 states and has a Series 66, Series 7 and SIE licenses. She is based in Colchester, Vermont.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Colchester, VT

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Alysia Rose Perkinson is a financial advisor with Morgan Stanley. Alysia has over 23 years of experience in the financial services industry and is registered with the state of Vermont and Texas. Alysia specializes in providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Colchester, VT

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Marie Dion is a registered representative with Morgan Stanley. Andrea is licensed in 41 states and has been in the industry since 2012. Andrea specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutions. Andrea's experience includes working with clients of all types, including high-net-worth individuals, corporations, charitable organizations, and insurance companies. Andrea is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Colchester, VT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Fisher is a financial advisor with Morgan Stanley in Colchester, VT. Andrea has been working in the financial industry since February 2015 and has a Series 66, Series 7, and SIE licenses. Andrea also holds registrations in 32 states and 3 IA states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Colchester, VT

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Anna Kim Strout is an active investment advisor representative with Morgan Stanley. Anna has been in the securities industry since 2013 and has experience at both Morgan Stanley and NYLIFE SECURITIES LLC. Anna is licensed in 39 states and has a strong background in financial planning and portfolio management. Anna is dedicated to providing personalized financial advice to help her clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Colchester, VT

experience

54 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Argie Economou is an active Investment Advisor Representative with Morgan Stanley and has been in the industry since 1970. Argie has a diverse background, with experience at multiple firms including Dean Witter & Co. Incorporated and Thomson McKinnon Securities Inc. Argie is licensed in multiple states and holds several industry licenses including Series 7TO, Series 3, Series 5, and Series 65. Argie is also a Limited Partner in LAKE CHAMPLAIM INVESTMENT GROUP. Argie provides financial planning, pension consulting, and asset allocation advice, and specializes in portfolio management for individuals, businesses and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Colchester, VT

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Brian Alan Pelkey is a financial advisor with over 38 years of experience in the industry. Brian has held positions at Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Brian currently works for Morgan Stanley. Brian's primary office is in Colchester, Vermont. Brian has an active Series 63 license, a Series 65 license and has passed several other industry exams. Brian is registered in multiple states. Brian specializes in providing asset allocation advice and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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