linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dilina Isho

Morgan Stanley

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dilina? Claim Your Profile

About Dilina Isho

Dilina Isho is a financial advisor registered with Morgan Stanley. Dilina is registered in 44 states and has been in the financial services industry since 1999. Dilina holds Series 7, 9, 10, 66 and SIE licenses. In addition to working as a financial advisor, Dilina is also a notary public. Dilina Isho has experience with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Dilina Isho is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

asset allocation advice

Asset allocation advice

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

See schedule d miscellaneous

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dilina Isho’s Registration & Firm History

CA

07/23/2013 - Present

Morgan Stanley (Sherman Oaks CA)

OR

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)

CA

04/05/2006 - 04/02/2007

MORGAN STANLEY DW INC. (BEVERLY HILLS CA)

MA

09/10/2005 - 03/23/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

11/20/1998 - 08/05/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Dilina Isho is right for you?

Licenses & Designations

BOTH

Issued 06/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/13/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Dilina Isho.
Not sure if Dilina Isho is right for you?