Jacob Costello

Financial Advisor at Morgan Stanley

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

Experience

  1. Financial Advisor

    Morgan Stanley

    Jun 2020 — Present · Glens Falls, NY, US

    2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: 25•••44

Education

  • Siena University

    Bachelor's degree

    2015 — 2019

  • Ward Melville High School

    Advanced Regents Diploma

    2012 — 2015

Skills

  • Microsoft Office
  • Customer Service
  • Management
  • Microsoft Excel
  • Microsoft Word
  • Leadership
  • Powerpoint
  • Easily Adaptable
  • Microsoft Powerpoint
  • Social Media
  • Media Design
  • Google Analytics
  • Entrepreneurship
  • Innovation
  • Content Marketing
  • Marketing

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Jacob Costello — Financial Advisor at Morgan Stanley in Glens Falls, NY, US | Unifers