Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Israel Hershkowitz is a financial advisor with over 26 years of experience in the industry. Ira is a Certified Financial Planner and has worked at Morgan Stanley since November 2022. Ira has held various positions at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Ira is registered to provide investment advice in Texas and Washington. Ira is also registered to provide securities-related services in over 30 states including California, Florida, New York and more.
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
WA
10/28/2022 - Present
Morgan Stanley (Bellevue WA)
WA
04/11/1996 - 10/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
IA
Issued 03/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/1996
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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