Unclaimed
Darius Sanandaji is a financial advisor with UBS Financial Services Inc. Darius has been in the financial industry since March 22, 1983, and has experience with Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc.. Darius is registered with FINRA and holds Series 7, Series 63, Series 65 and SIE licenses. Darius is registered in Florida, and specializes in financial planning, retirement planning, and investment advisory services.
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.
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.
See schedule d - miscellaneous
1
2
IL
08/10/2007 - Present
UBS Financial Services Inc. (OAKBROOK TERRACE IL)
IL
04/02/2007 - 08/14/2007
MORGAN STANLEY & CO., INCORPORATED (OAK BROOK IL)
IL
03/23/1983 - 04/02/2007
MORGAN STANLEY DW INC. (OAK BROOK IL)
IA
Issued 12/20/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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