Marina Schroeder - Morgan Stanley Financial Advisor - Tyler, TX
Morgan Stanley
Marina Schroeder
First Vice President
Financial Advisor
Financial Planning Specialist
909 East Southeast, Loop 323
Suite 170
Tyler, TX 75703
tel: (903) 579-2237
toll-free: (800) 777-7749 
fax: (903) 581-4323

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • Green Acres Baptist Church
  • Christian Women's Job Corp / Board Member
Education and Licensing
  • Bachelor of Science in Accounting, 1982
    Texas A & M University
    College Station, TX
  • Series 7 - NYSE/NASD General Securities, 1994
    Tyler, TX
  • Series 63 - Uniform State Securities Agent, 1994
    Tyler, TX
  • Series 65 - Investment Advisor Agent, 1994
    Tyler, TX
  • Life/Accident/Health Insurance and Variable Annuity License, 1996
Business Experience
  • 2000 - Present: Morgan Stanley*

    First Vice President
    Tyler, TX
  • 1994 - 2000: Banc of America Investments

    Financial Advisor
    Tyler, TX
  • 1989 - 1994: Peltier Enterprises

    Finance & Insurance Manager
    Tyler, TX
  • 1985 - 1988: Weinstein, Spira, & Co.

    Tax & Audit Accountant
    Houston, TX

Bulletin Board
  • See July On the Markets from the Global Investment Committee featuring

    • "More Than Meets the Eye" While it didn’t show up in the broad market averages, many stocks and sectors have suffered serious sell-offs this year. These rolling corrections are healthy for our positive view on both the global economy and the equity markets.

    • "Global Economic Growth: Boring but Better" The US’ deep freeze, Europe’s bank credit crunch and Japan’s consumption-tax hike provided some drama to the global economy in the first half. Joachim Fels, chief global economist for Morgan Stanley & Co. explains why he thinks the second half will be more tame.

    • "Q&A: Leon Cooperman" The veteran investor, who has spent nearly a half a century on Wall Street, says much about the current cycle is familiar, despite the extraordinary backdrop. He thinks the current bull market has room to run in both time and price.

    Plus, look for more on economics, equities, fixed income investments and commodities.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.

Marina Schroeder holds the following registrations:
Securities Agent: AR, AZ, CA, CO, CT, DE, KS, LA, MO, MS, NY, SC, TN, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
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