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San Diego UTC Branch
Branch Location And Profile
Charles L. Shapiro
Senior Vice President
Branch Manager
Branch Manager
4350 La Jolla Village Drive
#1000
San Diego, CA 92122
#1000
San Diego, CA 92122
tel: 858-597-7777
toll free: 800-821-4593
fax: 858-597-0455
toll free: 800-821-4593
fax: 858-597-0455
hours:
M-F
6:30 AM - 4:00 PM
Brochures
Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.
- How You Can Survive a Layoff (pdf)
- Rollovers: Stashing Your Retirement Nest Egg (pdf)
- IRAs: Powering Your Retirement (pdf)
- A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
- Retirement Questions and Resources: What Every Client Should Know (pdf)
- Why Plan for Long Term Care? (pdf)
- Do You Have an Old Plan for a New Life? Getting the most out of your life insurance coverage (pdf)
- The Basics of Annuities: Planning for Income Needs (pdf)
- Succession Planning for Your Business (pdf)
- Choosing a Retirement Plan for Your Business (pdf)
- Smith Barney Advisor (pdf)
- Portfolio Management Group (pdf)
- Making the Grade - Ten Essential Lessons for Funding a Child's Education (pdf)
- The Basics of Performance Reporting: An Investor's Guide (pdf)
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.
PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs
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.
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