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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harlen? Claim Your ProfileHarlen Reyes Sandoval is a registered representative of Morgan Stanley with a broad range of experience in the financial services industry. Harlen's career began in 2013, and has since garnered a diverse set of certifications to serve clients. Harlen holds licenses for securities, investment advising and is a registered principal with Morgan Stanley. Harlen has a history of experience with BBVA Securities Inc. and BBVA Wealth Solutions Inc. before joining Morgan Stanley in 2020.
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
TX
12/07/2020 - Present
Morgan Stanley (Houston TX)
TX
01/06/2020 - 12/07/2020
BBVA SECURITIES INC. (HOUSTON TX)
TX
10/27/2014 - 11/21/2019
BBVA SECURITIES INC. (HOUSTON TX)
IA
Issued 08/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2014
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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