Unclaimed
Nasser Eljamal is a financial advisor with Morgan Stanley. Nasser is a registered representative with Series 7, Series 66, and SIE licenses. Nasser has been in the financial services industry since August 2021 and is registered in 46 states and the District of Columbia. Prior to joining Morgan Stanley, Nasser was a financial advisor with UBS Financial Services Inc. Nasser specializes in providing financial planning, investment advice, and portfolio management services to individuals, businesses, and institutions. Nasser holds a degree from Fairfield University.
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
MA
01/26/2022 - Present
Morgan Stanley (Boston MA)
NC
08/12/2021 - 01/03/2022
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 09/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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