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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aneil? Claim Your ProfileAneil Rai is an investment advisor representative with Morgan Stanley. Aneil is licensed to sell securities in 53 states, including California and Texas, as well as Puerto Rico and the Virgin Islands. Aneil is also a registered investment advisor in Texas. Aneil has been in the securities industry since June 2021. Prior to joining Morgan Stanley, Aneil worked at UBS Financial Services. Aneil Rai offers financial planning, portfolio management for businesses and individuals, as well as investment company portfolio management services.
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
CA
03/17/2023 - Present
Morgan Stanley (San Francisco CA)
CA
06/08/2021 - 03/28/2023
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 10/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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