Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Besart? Claim Your ProfileBesart Morina is a financial advisor with over 16 years of experience in the financial industry. Besart is currently registered with LPL Financial LLC and has been with the firm since May 2020. Besart has held previous roles at UnionBanc Investment Services, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Chase Investment Services Corp. and Morgan Stanley DW Inc. Besart holds the Series 7, Series 31 and Series 66 securities licenses. Besart also holds the SIE exam. Besart is registered in Arizona, California, South Carolina, and Washington. Besart provides a wide range of financial services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
05/14/2020 - Present
LPL Financial LLC (LARKSPUR CA)
CA
07/17/2014 - 05/29/2020
UNIONBANC INVESTMENT SERVICES, LLC (SAN RAFAEL CA)
CA
01/03/2011 - 04/18/2013
WELLS FARGO ADVISORS, LLC (PETALUMA CA)
AZ
10/06/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GREEN VALLEY AZ)
AZ
08/05/2005 - 10/07/2008
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
NY
07/28/2004 - 07/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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