Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Premnauth? Claim Your ProfilePremnauth Persaud is a registered investment advisor with Morgan Stanley, specializing in providing financial and investment advice to individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, banking or thrift institutions, and state or municipal government entities. Premnauth has been in the industry since 2003 and holds the Series 6, 7, 63, and 66 licenses. Prior to joining Morgan Stanley, Premnauth worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC.
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
04/08/2024 - Present
Morgan Stanley (Walnut Creek CA)
CA
05/04/2015 - 01/03/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
02/03/2015 - 05/06/2015
J.P. MORGAN SECURITIES LLC (PLEASANT HILL CA)
CA
10/23/2009 - 11/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
09/17/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN RAMON CA)
BOTH
Issued 04/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2003
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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