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Morgan Stanley | Global Leader in Financial Services We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical
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Morgan Stanley History In 2009, Morgan Stanley established a new broker-dealer that combined Morgan Stanley's Global Wealth Management Group with Citi's Smith Barney in the U S , Quilter in the UK and Smith Barney Australia retail units into a new wealth management firm
Our History — Morgan Stanley They reached out to Citigroup CEO Vikram Pandit with a bold proposal: Morgan Stanley wanted to form a majority-owned joint venture with Citi’s Smith Barney unit with the goal of ultimately taking over the whole business For Citigroup, the deal would mean more capital and a likely boost in earnings
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Account Transfer Form Clearing Number: 0015 - Morgan Stanley Direct Rollover (You are transferring assets as part of an eligible distribution from a Qualified Retirement Plan, IRA, 403(b) or Government 457 Plan to a Qualified Retirement Plan or IRA custodied with Morgan Stanley Smith Barney LLC (“Morgan Stanley”)
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