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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carina? Claim Your ProfileCarina Atoyan is a financial advisor who has been in the industry since October 2002. Carina is currently registered with Morgan Stanley in Los Angeles, California and has been with the firm since June 2009. Prior to that Carina was registered with Morgan Stanley & Co. Incorporated. Carina holds several licenses and registrations including the Series 66, Series 31, and Series 7. Carina provides financial planning, portfolio management, and pension consulting 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
CA
05/20/2014 - Present
Morgan Stanley (Los Angeles CA)
CA
06/14/2005 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LOS ANGELES CA)
NY
10/29/2003 - 06/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/08/2001 - 09/03/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 01/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/2001
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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