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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oluseye? Claim Your ProfileOluseye A Efunnuga is an investment advisor representative at Morgan Stanley. Oluseye has been in the industry since 2008. Oluseye has a wide range of experience, having worked at firms like J.P. Morgan Securities LLC and PNC Investments before joining Morgan Stanley. Oluseye holds a Series 6, 7, 63, 65, and 66 license, along with the SIE exam. Oluseye is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in several states. Oluseye specializes in investment advice for high-net-worth individuals, corporations, and other institutions. Oluseye is committed to providing personalized investment advice and helping clients achieve 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
PA
07/16/2024 - Present
Morgan Stanley (West Conshohocken PA)
PA
03/30/2017 - 03/20/2024
MORGAN STANLEY (West Conshohocken PA)
DE
12/10/2013 - 03/27/2017
J.P. MORGAN SECURITIES LLC (NEWARK DE)
NY
10/13/2011 - 03/18/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/01/2008 - 05/18/2010
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/07/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/25/2007 - 07/23/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
PA
10/10/2006 - 12/20/2006
PNC INVESTMENTS (BALA CYNWYD PA)
NY
06/30/2005 - 07/11/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 12/11/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2005
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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