Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noor? Claim Your ProfileNoor Kainat Mirza is a financial advisor with Morgan Stanley, having joined the firm in September 2022. Noor previously worked at UBS Financial Services Inc., where they were registered from July 2018 to September 2022. Noor holds the Series 7, Series 66, and SIE licenses and has been active in the financial industry since August 2018. Noor is registered in 54 states and the District of Columbia as an investment advisor representative (IAR) and in 3 states as an investment advisor representative (IAR) and in 1 state as a broker.
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
03/15/2023 - Present
Morgan Stanley (New York NY)
PA
07/31/2018 - 09/27/2022
UBS FINANCIAL SERVICES INC. (SEWICKLEY PA)
BOTH
Issued 11/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2018
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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