Unclaimed
Chantana Suwansiri is a registered representative with Morgan Stanley in Paramus, NJ. Chantana has been in the industry since 2008 and holds Series 3, 7, 9, 10, 31, and 66 licenses. Chantana has also passed the SIE exam. Chantana has been registered with Morgan Stanley since 2009. Previously, Chantana was registered with Morgan Stanley & CO., INCORPORATED from 2007 to 2009. Chantana's registrations include Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington, Wisconsin, and Wyoming.
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
NJ
07/08/2010 - Present
Morgan Stanley (Paramus NJ)
NJ
07/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
09/25/2007 - 12/04/2007
MORGAN STANLEY & CO., INCORPORATED (FAIRFIELD NJ)
BOTH
Issued 08/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/16/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/2007
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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