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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ferid? Claim Your ProfileFerid Jusufovic is a financial advisor with Morgan Stanley. Ferid has over 4 years of experience in the financial services industry, holding licenses in 53 states and the District of Columbia. Prior to joining Morgan Stanley, Ferid worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WELLS FARGO CLEARING SERVICES, LLC. Ferid specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting services. Ferid is also a registered investment advisor in Florida and Texas.
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
FL
12/19/2023 - Present
Morgan Stanley (Tampa FL)
FL
05/01/2020 - 03/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
FL
10/02/2019 - 04/14/2020
WELLS FARGO CLEARING SERVICES, LLC (PINELLAS PARK FL)
BOTH
Issued 06/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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