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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonah? Claim Your ProfileJonah Evangelista is a financial advisor with Morgan Stanley. Jonah has been in the industry since 2007 and has experience with both Broker-Dealer and Investment Advisor roles. Jonah is currently registered with the state of Connecticut and New York. Previously Jonah worked at T3 TRADING GROUP, LLC and BEACH SECURITIES CORPORATION. Jonah specializes in a wide range of financial planning, portfolio management and advisory services. Jonah is also registered with the state of Arkansas, California, Florida, Massachusetts, New Jersey, Virginia and Wisconsin.
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
NY
06/16/2021 - Present
Morgan Stanley (Purchase NY)
NY
07/09/2015 - 10/07/2016
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
05/01/2002 - 03/31/2009
BEACH SECURITIES CORPORATION (NEW YORK NY)
NY
12/16/1999 - 04/12/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 08/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2015
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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