Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Ross Feld is a financial advisor with Morgan Stanley, with over 20 years of experience in the financial services industry. Ira has a Series 7, 63, and 65 license, and holds registrations in 43 states. Before joining Morgan Stanley in 2016, Ira worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ira specializes in providing financial planning and investment advice to individuals, families, and businesses. Ira is committed to 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
LA
06/01/2016 - Present
Morgan Stanley (Baton Rouge LA)
LA
03/30/1995 - 06/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
NY
07/08/1993 - 03/07/1995
CSFP CAPITAL, INC. (NEW YORK NY)
NY
03/22/1993 - 03/07/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
IA
Issued 12/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1993
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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