Annette McNiven

Branch Manager, Financial Advisor, Vice President, Portfolio Manager, The 101 Capitol Group at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
Billings, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Annette McNiven

As a financial advisor with the 101 Capitol Group at Morgan Stanley, I enjoy helping…

Experience

  1. Financial Advisor

    Morgan Stanley

    Jan 2016 — Present · Boise, ID, US

    Services Include:•Financial Planning•Wealth Management•Retirement Planning•Professional Portfolio Management•Business Succession Planning•401(k) Rollovers•Trust Accounts•Annuities•Long Term Care Insurance•Fixed Income•Corporate Bonds•Municipal Bonds©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.NMLS#: 16•••32

Education

  • Boise State University

    BS, Mathematics, Economics

    1999 — 2002

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Annette McNiven — Financial Advisor at Morgan Stanley in Billings, US | Unifers