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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ayesha? Claim Your ProfileAyesha Sarvana is a financial advisor with Morgan Stanley, where she has been employed since February 2015. Ayesha has been in the industry for over 18 years, previously working at Fidelity Brokerage Services LLC and UBS Financial Services Inc. Ayesha is registered as a broker-dealer in 38 states and as an investment advisor in 2 states. Her focus is on providing asset allocation advice, financial planning, and portfolio management services to individuals, businesses, investment companies and other clients.
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
03/26/2020 - Present
Morgan Stanley (Oak Brook IL)
IL
05/08/2014 - 01/16/2015
FIDELITY BROKERAGE SERVICES LLC (NAPERVILLE IL)
IL
10/05/2005 - 05/05/2014
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
NY
08/07/2000 - 06/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
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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