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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Michael Kaprelian is a financial advisor at Morgan Stanley. Karl has over 20 years of experience in the financial services industry. Karl has a strong background in providing financial advice to individuals, families, and businesses. Karl is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals. Karl holds a Series 7, 6, 63, and 66 securities licenses. Prior to joining Morgan Stanley, Karl was a financial advisor at E*TRADE Securities LLC. Previously, Karl was a financial advisor at TD Ameritrade, Inc. Before that, Karl was a financial advisor at Charles Schwab & Co., Inc. And, before that, Karl was a financial advisor at Edward Jones. Karl's career in the financial services industry began at Fidelity Brokerage Services LLC.
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
09/05/2023 - Present
Morgan Stanley (Dallas TX)
TX
07/08/2016 - 09/05/2023
E*TRADE SECURITIES LLC (Dallas TX)
TX
06/23/2014 - 07/07/2016
TD AMERITRADE, INC. (FORT WORTH TX)
TX
03/16/2004 - 08/06/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
02/25/2003 - 05/16/2003
EDWARD JONES (ST. LOUIS MO)
RI
12/06/1993 - 11/01/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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