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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Asif? Claim Your ProfileAsif Fakroddin is a financial advisor registered with Morgan Stanley. Asif has been in the financial industry since 1989 and has experience with both brokerage and investment advisory services. He holds several licenses, including Series 3, 7, and 63, as well as the SIE and Series 65. Asif has worked for several well-known financial institutions including Citigroup Global Markets Inc. and Lehman Brothers Inc. Asif's current firm is Morgan Stanley and Asif focuses on providing a range of financial advisory services to individuals, businesses, and institutions.
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
IL
02/24/2014 - Present
Morgan Stanley (Chicago IL)
IL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
08/04/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CA
07/11/1989 - 08/14/1989
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 06/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1989
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1989
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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