Unclaimed
Aseah Rahman is a Registered Representative with Morgan Stanley, holding the Series 63, Series 66, Series 7TO, and SIE licenses. Aseah has been active in the securities industry since January 13, 2022. Currently, Aseah is based in the PURCHASE, New York branch office of Morgan Stanley. Aseah has been registered with the state of New York since January 21, 2022, and has a Series 66 registration that is active in both the broker-dealer and investment adviser categories. Aseah has had previous experience with Ponce Bank, Queens College CUNY, U.S Census Bureau, Leaguer of Women Voters NYC, Statue Cruises, Central Queens Y, NY Law School, and John Bowne High School.
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
08/29/2024 - Present
Morgan Stanley (New York NY)
BOTH
Issued 08/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2021
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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