Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dariush? Claim Your ProfileDariush R. Youssefiani is a financial advisor with Morgan Stanley. Dariush has been registered with the Securities and Exchange Commission since 2022 and has a Series 66, Series 7TO and SIE license. Dariush's employment history includes positions with the United States House of Representatives, the Association for Advanced Life Underwriting and Villanova University. Dariush has a broad range of experience in the financial services industry and is able to provide a variety of services to clients, including financial planning, asset allocation advice, pension consulting and portfolio management. Dariush is registered with the state of Texas as an investment advisor representative.
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
DC
05/31/2023 - Present
Morgan Stanley (Washington DC)
BOTH
Issued 03/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Dariush Youssefiani is the right advisor for you? Invested Better is here to help.
