Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darya? Claim Your ProfileDarya Bahrami Allen-attar has been in the financial services industry since 1996. Darya is a registered representative of Morgan Stanley and has been with the firm since 2009. Darya holds Series 7, 31, and 66 securities licenses, as well as the Securities Industry Essentials Exam (SIE). Darya has experience in providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Darya is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Darya also serves on the board of directors for several non-profit organizations, including the West Side YMCA, the United Way Women Leaders and the Arnold and Mabel Beckman Foundation.
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
03/04/2021 - Present
Morgan Stanley (Santa Monica CA)
CA
04/12/2006 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA MONICA CA)
CA
09/20/2002 - 03/27/2006
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
NY
02/01/1994 - 04/28/2000
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 10/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/2002
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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