Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anh? Claim Your ProfileAnh Parisi is a financial advisor with Morgan Stanley. Anh has been in the financial services industry since August 2008. Anh holds Series 63, 66 and 7 securities licenses and is licensed to sell securities in 25 states. Anh also holds a SIE license. Anh has previously worked at Deutsche Bank Securities Inc., where Anh was registered from August 2008 to December 2021. Anh is also a partner in Highflier Investment Group LLC and the sole proprietor of Le Vu LLC.
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
12/08/2021 - Present
Morgan Stanley (Purchase NY)
NY
08/21/2008 - 12/01/2021
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Anh Parisi is the right advisor for you? Invested Better is here to help.
