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    Investment Advisory Services Stocks List

    Symbol Grade Name % Change
    HF A Return Stacked Bonds & Managed Futures ETF DGA Absolute Return ETF 0.09
    NAD A Nuveen Quality Municipal Income Fund 0.26
    GABC B German American Bancorp, Inc. 0.60
    IX B Orix Corp Ads 2.53
    WSFS B WSFS Financial Corporation -0.95
    MS B Morgan Stanley 0.72
    UVSP B Univest Corporation of Pennsylvania -0.37
    FCBC B First Community Bancshares, Inc. -0.61
    LPLA B LPL Financial Holdings Inc. -0.61
    HQY B HealthEquity, Inc. 0.02
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    Related Industries: Asset Management Banks - Regional Banks - Regional - Asia Banks - Regional - US Capital Markets Credit Services Health Information Services Insurance - Property & Casualty Insurance - Specialty Restaurants
    Related Stock Lists: Bank Banking Demand Deposit Insurance Products Casualty Insurance Products Deposit Products Financial Products Investment Bank Investment Banking Life Insurance Real Estate Mortgage Loans Residential Real Estate Loans Retirement Solutions Trust Services Unit Investment Trust Wealth Management Services ATM Advisory Services Agricultural Real Estate Asset Management

    Related ETFs - A few ETFs which own one or more of the above listed Investment Advisory Services stocks.

    Symbol Grade Name Weight
    KBWR D PowerShares KBW Regional Banking Portfolio ETF 6.52
    KRE C SPDR S&P Regional Banking ETF 5.44
    DPST D Direxion Daily Regional Banks Bull 3X Shares 4.55
    KBE C SPDR S&P Bank ETF 4.08
    FXO C First Trust Financials AlphaDEX 4.07
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        Investment Advisory Services Stocks Recent News

        Date Stock Title
        Jun 25 MS Why Neil Phillips Avoided Prison: Morgan Stanley Was Victim
        Jun 25 MS Morgan Stanley Energy Partners Completes Sale of Durango Permian to Kinetik Holdings
        Jun 25 IX Nik Singhal Joins ORIX USA as Group Head of Direct Lending
        Jun 25 LPLA Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial
        Jun 25 MS Large Banks to be Conservative About Shareholder Payouts
        Jun 25 MS JPMorgan Attracts Over $15B In Tax Strategy Business From Wealthy Clients As It Looks To Catch Up To Rivals: Report
        Jun 24 MS Morgan Stanley (MS) Advances While Market Declines: Some Information for Investors
        Jun 24 MS Jain Global Raises $5.3 Billion, Secures Cash From Abu Dhabi
        Jun 24 MS Federal Reserve floats revised Basel III endgame rule for bank capital - report
        Jun 24 MS Morgan Stanley at Work Insights Spotlight Increasing Focus on Workplace Financial Benefits, With Equity Compensation Key
        Jun 24 MS Morgan Stanley Direct Lending Fund (MSDL) Soars 5.4%: Is Further Upside Left in the Stock?
        Jun 24 MS MUFG Penalized by Japan’s Regulator for Client Info Breach
        Jun 24 MS Japan orders compliance improvements at MUFG bank and securities tie-ups with Morgan Stanley
        Jun 22 MS The Best Place in Nevada for a Couple to Live on Only Social Security
        Jun 21 LPLA LPL Financial: Strong EPS Upside In 2025 And '26, Fresh Breakout To New Highs
        Jun 21 MS Morgan Stanley Sued Over Paltry Rate It Pays on Client Cash
        Jun 21 MS Regulators find weakness in 'living wills' from BofA, Citi, Goldman, and JPM
        Jun 21 LPLA Former LPL Broker Suspended After Allegedly Emailing Client Data to His Wife
        Jun 21 MS Morgan Stanley (MS) Increases Investments in Latin America
        Jun 21 LPLA LPL Financial (LPLA) May Metrics Up From April on Upbeat Markets
        Related Industries: Asset Management Banks - Regional Banks - Regional - Asia Banks - Regional - US Capital Markets Credit Services Health Information Services Insurance - Property & Casualty Insurance - Specialty Restaurants
        Related Stock Lists: Bank Banking Cash Management Services Deposit Products Commercial Banking Deposit Services Internet Banking Real Estate Loans Demand Deposit Financial Advisory Services Financial Products Fulton Financial Corporation Health Insurance Individual Retirement Account Investment Management Lancaster Life Insurance Products Loan Products Mobile Banking Private Bank
        Investment Advisory Services

        Investment Advisory Services are services provided by a professional financial advisor or firm that provides advice and guidance to clients on their investments. This includes advice on which investments to make, when to make them, and how to manage them. Investment advisors may also provide advice on tax planning, estate planning, retirement planning, and other financial matters.

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