Janice
Maize

Morgan Stanley

CRD#3048699
Investment Advisor
in Long Beach, CA

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About this Advisor

Janice Maize is a financial advisor who works in Long Beach, California with 14 years of relevant experience. Maize currently works for Morgan Stanley. Throughout their career, Maize has worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Maize maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Morgan Stanley is a registered investment firm that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 financial advisors. It oversees $1 trillion in total assets among its 2,233,188 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets. The business performs a number 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. Financial management fee schedules vary depending on which service is offered. However, fee types charged by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

6700 East Pacific Coast Highway Suite 110
Long Beach, CA 90803

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CA Average: $7,464,549,021
Total Number of Employees

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Janice Maize Work History

Janice has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

1998 - Present (26 years)

Citigroup Global Markets Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Janice Maize to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Seth Hart
New York, NY
Beth Prospero
Jersey City, NJ
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Daniel Evans
New York, NY
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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