Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva Virginia Enrigue is a financial advisor with Morgan Stanley, a leading global financial services firm. Eva has been in the financial services industry since 2012 and holds a variety of licenses and registrations, including Series 7, 6, 63, and 66. Eva is a licensed and registered advisor in multiple states and offers a range of financial services including investment advisory, portfolio management, and financial planning. Eva is also a registered investment advisor representative with Wells Fargo Advisors, LLC and J.P. Morgan Securities LLC. Eva is dedicated to providing personalized financial advice and helping clients 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
03/11/2020 - Present
Morgan Stanley (Santa Barbara CA)
CA
02/17/2014 - 04/25/2014
J.P. MORGAN SECURITIES LLC (SANTA BARBARA CA)
CA
08/07/2012 - 12/13/2013
WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)
BOTH
Issued 07/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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