Unclaimed
Araya Mesfin is a financial advisor with Morgan Stanley. Araya has been in the industry since 2004 and has a Series 66, Series 7 and Series 31 licenses. Araya has previously worked at UBS Financial Services Inc. and Citigroup Global Markets Inc.. Araya is registered to provide investment advice in 35 states, including Georgia and Texas. Araya also holds the Certified Financial Planner designation. Araya works out of the Atlanta, Georgia office of Morgan Stanley.
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
GA
01/18/2024 - Present
Morgan Stanley (Atlanta GA)
TN
01/13/2014 - 02/01/2024
UBS FINANCIAL SERVICES INC. (CHATTANOOGA TN)
GA
06/01/2009 - 01/22/2014
MORGAN STANLEY (ATLANTA GA)
GA
08/24/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
08/13/2004 - 08/18/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/2004
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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