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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nersi? Claim Your ProfileNersi Boussina is a financial professional with over 29 years of experience in the industry. Nersi is currently registered as a registered representative with Morgan Stanley. Nersi has also been previously registered with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Prudential Securities Incorporated. Nersi is licensed in multiple states and holds several licenses, including Series 63, Series 65, Series 7 and SIE. Nersi has experience providing asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers. Nersi is a specialist in the areas of Retirement Planning, College Savings, and Estate Planning. Nersi is dedicated to helping clients reach 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
CA
06/01/2009 - Present
Morgan Stanley (San Francisco CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
01/12/1995 - 04/02/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
NY
04/13/1994 - 01/23/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
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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