Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashna? Claim Your ProfileAshna Sharma is a registered investment advisor representative with Morgan Stanley. Ashna has been in the industry since October 2016. Ashna has a Series 66, Series 7TO, and SIE license. Ashna's registrations are currently active in 53 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Ashna is also registered as an investment advisor representative in California and Texas. Ashna provides financial planning, portfolio management, and pension consulting services to individuals, businesses, investment companies, and charitable organizations. Ashna's office is located at 1400 Page Mill Road in Palo Alto, California.
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
01/24/2022 - Present
Morgan Stanley (Palo Alto CA)
BOTH
Issued 12/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ashna Sharma is the right advisor for you? Invested Better is here to help.
