Best Stock Broker Carlsbad Near Me

4worldlovers: Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.

4worldlovers: Welcome to the Carlsbad Branch of Morgan Stanley. We’re the destination of choice for clients looking to grow assets, preserve wealth, minimize taxes and maximize their legacy and charitable giving. Whether you’re a long-time resident, a small business owner or a recent retiree who just moved to our beautiful community, we offer a level of service and solutions designed to help you feel more confident about reaching your goals for today and down the road.

Your success is just as important to us as it is to you. That’s why our financial advisors offer such a broad range of sophisticated skill sets, including retirement planning, estate planning and tailored lending. You’ll also have Morgan Stanley’s global resources, breakthrough technology and intellectual capital working on your behalf. And since Cyber Security is so essential these days, we even brought in a former member of the NSA to elevate your protection.

4worldlovers: Prior to becoming a financial advisor with Edward Jones, I was an individual investor like many of you. I was looking for guidance from financial professionals to help my family achieve our most important financial goals. The problem I encountered was that many of the advisors I had interviewed seemed more interested in achieving their goals then helping my family achieve ours. Now, as a financial professional, I know that I am the lucky one to have the opportunity to serve clients, not vice versa. Serving my clients' needs ahead of my own is the cornerstone of my practice.

I joined Edward Jones in 2007 and opened a branch in Carlsbad. I believe it is Edward Jones' partnership structure and a focus to serve the individual, serious, long-term investor that makes us stand out among other firms. I feel privileged that this partnership structure allows me to serve my client first, and not shareholders.