Tatyana Kjellberg

Chartered Retirement Planning Counselor, Insurance Planning Director, Financial Advisor @Morgan Stanley

Sacramento, CA, US
EMAILS
t••••••••@morganstanley.com
MOBILE NUMBERS
+19•••••••71

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WORK HISTORY

Nov 2014 — Present

Chartered Retirement Planning Counselor, Insurance Planning Director, Financial Advisor @Morgan Stanley

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Roseville, CA, US

Provide comprehensive financial planning, investment advice, portfolio management, college and retirement planning.Disclaimers: © 2021 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. Statements and messages are for US residents only and subject to the following terms: #13•••23CA Insurance Lic #0K16891

EDUCATION

2002 — 2004

University of California, Davis - Graduate School of Management

MBA, Marketing & Operations Management

1994 — 1998

University of California, Davis

BS, Dietetics

ABOUT TATYANA KJELLBERG

I have an infectious, positive, upbeat energy that I enjoy bringing into all my…

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