The business performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services.įees for financial advice usually vary depending on which service is provided. Of its 2,129,899 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm advises 6,380 charitable organizations. It controls $1 trillion in assets under management among its 2,129,899 customer accounts, making it one of the largest firms in the United States by assets under management. The company has offices in 732 locations and a total of 26,500 people on staff.

Morgan Stanley is an advisory firm headquartered in Indianapolis, Indiana. Haley maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Indiana. Their career trajectory has included roles at Fifth Third Securities and Morgan Stanley. Haley is on the advisory team at Morgan Stanley. Afghanistan, Algeria, American Samoa, Angola, Anguilla, Bahamas, Barbados, Belarus, Benin, Bermuda, Bolivia, Botswana, Burkina Faso, Burundi, Cameroon, Cape Verde Islands, Cayman Islands, Central African Republic, Chad, Comoros, Côte d'Ivoire (Ivory Coast), Democratic Republic of the Congo, Djibouti, Dominica, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Ethiopia, Falkland Islands (Islas Malvinas), Fiji, French Guiana, French Polynesia, Gabon Republic, Gambia, Ghana, Guadeloupe, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Ireland, Jamaica, Jersey, Kenya, Lesotho, Liberia, Libya, Macedonia, Madagascar, Malawi, Maldives, Mali, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Moldova, Mongolia, Morocco, Mozambique, Namibia, Nauru, Nepal, New Caledonia, Nicaragua, Niger, Nigeria, North Korea, Palau, Papua New Guinea, Paraguay, Puerto Rico, Republic of Cuba, Republic of the Congo, Reunion, Russian Federation, Rwanda, Saint Helena, Saint Pierre and Miquelon, San Marino, Senegal, Seychelles, Sierra Leone, Somalia, Sudan, Suriname, Svalbard and Jan Mayen, Swaziland, Syria, Tanzania, Togo, Tonga, Trinidad and Tobago, Tunisia, Tuvalu, Uganda, Ukraine, United Kingdom, Vanuatu, Venezuela, Virgin Islands (U.S.Patricia Haley is a financial advisor operating out of Indianapolis, Indiana, with a total of 18 years in the industry.

Chosen by Patricia Haley