Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aksel? Claim Your ProfileAksel Ozan Yavalar is an investment advisor representative with over 15 years of experience in the financial services industry. Aksel is registered with Morgan Stanley in New Jersey, New York and Texas, and is also registered with the state of New Jersey as an Investment Advisor Representative. Aksel has held previous positions at Raymond James & Associates, Inc., Morgan Stanley, Deutsche AM Distributors, Inc. and Deutsche Bank Securities Inc. Aksel has a strong understanding of the financial markets and provides a range of investment advisory services to individual and institutional clients.
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
08/02/2024 - Present
Morgan Stanley (Purchase NY)
NY
10/01/2019 - 04/12/2022
RAYMOND JAMES & ASSOCIATES, INC. (New York NY)
NY
06/03/2016 - 03/01/2018
MORGAN STANLEY (PURCHASE NY)
NY
02/24/2015 - 06/07/2016
DEUTSCHE AM DISTRIBUTORS, INC. (NEW YORK NY)
NY
01/01/2008 - 06/07/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 08/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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