Kasie BeckCRD Number: 6163622
Current Firm: Morgan Stanley
Kasie Beck (CRD# 6163622) is an Investment Advisor Representative working at Morgan Stanley in Omaha, NE and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Morgan Stanley||West Des Moines, IA||Oct 2013 - Current||4|
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2013 - Oct 2013||< 1|
|Thrivent Investment Management Inc.||Johnston, IA||Mar 2013 - Jul 2013||< 1|
|Mercy Hospital||Des Moines, IA||Apr 2011 - Apr 2013||2|
|Methodist Hospital||Des Moines, IA||Oct 2010 - Apr 2011||< 1|
|Cheesecake Factory||West Des Moines, IA||Dec 2009 - Oct 2010||< 1|
|Biomat Usa||Council Bluffs, IA||Oct 2009 - Dec 2009||< 1|
|Csl Plasma||Omaha, NE||Apr 2009 - Oct 2009||< 1|
|Unemployed||Council Bluffs, IA||Dec 2008 - Apr 2009||< 1|
|Infousa||Omaha, NE||Feb 2008 - Dec 2008||< 1|
|Iowa Western Community College||Council Bluffs, IA||Sep 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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