Morgan Stanley Smith Barney

Securities America, now operating under the name Osaic, offers a variety of securities and investment advisory services through its subsidiaries, including Osaic Wealth Inc., Osaic Institutions Inc., and Triad Advisors LLC. The firm is a registered broker-dealer and investment adviser, ensuring compliance with industry standards as a member of FINRA and SIPC. Osaic Wealth Inc. functions independently from other entities and marketing names mentioned, while a selection of advisory services is provided through affiliated firms like Arbor Point Advisors LLC and Ladenburg Thalmann Asset Management Inc. The company emphasizes transparency and remains committed to providing information and advice as a courtesy to its clients. Generated from the website

Morgan Stanley, founded in 1935, serves as a financial advisor to companies, governments and investors. Its institutional services include investment banking, investment research, and sales and trading. The company offers a range of investment products to individual investors that include bonds, mutual funds, annuities, futures, investment policies and closed-end funds. Morgan Stanley also offers a range of merger and acquisition services that include joint ventures, divestitures, corporate restructurings, recapitalizations, spin-offs, exchange offers, leveraged buyouts and takeover defenses. Its investment banking services cover a range of industries that include consumer products, communications, energy, health care, real estate, retail, technology and transportation. The company has more than 54,000 employees in over 25 countries.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.