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About this Advisor
Alan Beck is an advisor in West Des Moines, Iowa. Currently an advisor at Morgan Stanley, Beck has 13 years of professional experience as an investment advisor. Beck holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Beck can serve investors based out of Iowa. Over the course of their career, they have held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in West Des Moines, Iowa, and operates out of 702 additional brick-and-mortar locations in the nation. In aggregate, Morgan Stanley manages $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley provides 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. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Alan Beck Work History
Alan has 13 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Alan Beck has no disclosures.
Please visit their SEC profile for more details.