Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jale? Claim Your ProfileJale Banay-bosch is a financial advisor registered with Morgan Stanley. Jale has over 10 years of experience in the financial services industry. Jale holds the Series 7, Series 99, and Securities Industry Essentials (SIE) licenses. Jale's previous experience includes working as a financial advisor at E*TRADE SECURITIES LLC and UBS FINANCIAL SERVICES INC. Jale provides financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Jale is also able to provide advice on portfolio management, asset allocation, and financial planning. Jale is committed to providing her clients with the highest level of service and personalized advice.
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
NJ
06/12/2018 - Present
Morgan Stanley (Jersey City NJ)
NJ
07/08/2022 - 02/13/2024
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
11/24/2011 - 08/09/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 99 - Operations Professional Examination
BC
Issued 11/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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