Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arilia? Claim Your ProfileArilia Sengupta is a financial professional with a focus on providing investment advice and portfolio management. Arilia is currently registered with Morgan Stanley and has been in the industry since August 2021. Arilia holds Series 7TO, SIE, and Series 63 licenses and has been registered in 53 states. Arilia has prior experience with E*TRADE SECURITIES LLC and Bloomberg Tradebook. Arilia specializes in providing financial planning, pension consulting, educational seminars, and asset allocation advice.
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
NJ
07/26/2022 - Present
Morgan Stanley (Jersey City NJ)
NJ
09/14/2023 - 06/03/2024
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
03/17/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NY
10/18/2021 - 03/08/2022
BLOOMBERG TRADEBOOK CANADA COMPANY (New York NY)
NY
07/27/2021 - 03/08/2022
BLOOMBERG TRADEBOOK LLC (NEW YORK NY)
BC
Issued 10/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2021
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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