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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anatasia? Claim Your ProfileAnatasia Ellison is a financial advisor at Morgan Stanley. Anatasia has been working in the financial services industry since July 12, 2018. Anatasia is registered as a broker-dealer and investment advisor representative in several states. Anatasia also holds the Series 63, 66, 7 and SIE licenses. Anatasia has experience working with a variety of clients, including individuals, businesses, corporations, charitable organizations and insurance companies. Anatasia has expertise in a wide range of financial planning services, including asset allocation advice, investment management, pension consulting and financial planning. Anatasia is committed to providing personalized financial guidance and helping her clients achieve their financial goals.
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
02/23/2024 - Present
Morgan Stanley (New York NY)
NJ
07/06/2023 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
PA
06/13/2018 - 06/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FOLSOM PA)
BOTH
Issued 09/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2018
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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