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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arash? Claim Your ProfileArash Nassi is a financial advisor with Morgan Stanley. Arash Nassi has over 13 years of experience in the financial services industry and is registered in 55 states and jurisdictions. Arash Nassi has Series 3, 7, and 66 licenses and holds the SIE exam certification. Arash Nassi previously worked at UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Arash Nassi is registered with the Securities and Exchange Commission (SEC) and FINRA. Arash Nassi specializes in providing investment advisory services to individuals, families, and businesses. Arash Nassi is a Registered Representative and Investment Advisor Representative.
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
06/01/2009 - Present
Morgan Stanley (Beverly Hills CA)
CA
05/08/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
01/11/2008 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 01/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2009
Series 3 - National Commodity Futures Examination
BC
Issued 01/10/2008
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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