Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eszter? Claim Your ProfileEszter Tamas is a financial advisor at Morgan Stanley. Eszter has been in the industry since June 2016 and has a wide range of experience working with clients of all types. Eszter holds the Series 7, Series 66 and SIE licenses and is registered in all 50 states and the District of Columbia. Eszter previously worked at J.P. Morgan Securities LLC and Ameriprise Financial Services, Inc. Eszter is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
03/03/2020 - Present
Morgan Stanley (San Francisco CA)
CA
04/07/2017 - 06/12/2018
J.P. MORGAN SECURITIES LLC (OAKLAND CA)
CA
06/02/2016 - 04/04/2017
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
BOTH
Issued 07/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
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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