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Charline B
Series 63, Series 65
Gulfport, FL
Morgan Stanley
Charline Burgess is a financial advisor at Morgan Stanley with 22 years of industry experience. She has held her current position at Morgan Stanley Smith Barney LLC since 2007. Burgess holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.
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