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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Razov is an investment advisor representative at Morgan Stanley. Adam has over 20 years of experience in the financial services industry. Adam has a wide range of experience, including providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Adam is registered with FINRA and holds Series 3, 6, 7, 9, 10, 63, and 65 licenses. Adam also holds FINRA registrations with Morgan Stanley.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/20/2020 - Present
Morgan Stanley (Garden City NY)
NY
04/12/2006 - 10/06/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
10/20/2004 - 03/31/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)
NY
02/19/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
11/28/2001 - 08/26/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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