Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noel? Claim Your ProfileNoel Yameogo is a financial advisor with over 30 years of experience in the industry. Noel is currently registered with Morgan Stanley. Prior to that, Noel worked at UBS Financial Services Inc. and Prudential Securities Incorporated. Noel holds a variety of licenses and registrations, including Series 6, 7, 3, 63, and 65. Noel is also licensed to advise clients in numerous states.
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
VA
07/01/2021 - Present
Morgan Stanley (Mclean VA)
DC
02/15/1995 - 07/12/2021
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
NY
10/12/1988 - 02/21/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/18/1988 - 10/31/1988
SHEARSON LEHMAN HUTTON INC.
NA
02/24/1986 - 11/26/1986
FIRST INVESTORS CORPORATION
IA
Issued 08/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1986
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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