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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amani? Claim Your ProfileAmani Harris is an Investment Advisor Representative with Morgan Stanley. Amani has been in the industry for 21 years. Amani holds Series 63 and Series 65 licenses, along with Series 7 and SIE licenses. Amani has been registered with Morgan Stanley since June 2009. Previously, Amani worked at Citigroup Global Markets Inc. from May 2007 to June 2009 and Edward Jones from November 2002 to May 2007. Amani is registered with the state of Texas as an Investment Advisor Representative and with the state of Washington as an Investment Advisor Representative and a Broker. Amani is also a member of the Seattle University Planned Giving Committee.
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
WA
06/01/2009 - Present
Morgan Stanley (Seattle WA)
WA
05/25/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
WA
11/26/2002 - 05/31/2007
EDWARD JONES (SEATTLE WA)
IA
Issued 10/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
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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