Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Koren is a registered representative with Morgan Stanley. Carla has over 37 years of experience in the securities industry. Carla is also a registered Investment Advisor. Carla's previous employment includes positions at CITIGROUP GLOBAL MARKETS INC., DEAN WITTER REYNOLDS INC. and PAINEWEBBER INCORPORATED. Carla has a broad range of experience in providing financial and investment advice to individuals, corporations, and institutions. Carla is also a board member of Girls Inc of Alameda County and is active in the community.
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
02/19/2020 - Present
Morgan Stanley (Oakland CA)
CA
05/27/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BERKELEY CA)
NY
06/15/1990 - 08/26/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
02/20/1986 - 06/12/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1991
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/1986
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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