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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Priya? Claim Your ProfilePriya Hariani is a financial advisor with Morgan Stanley. Priya has over 10 years of experience in the financial services industry and holds the Series 3, 7, 7TO, 86, 87, and SIE licenses. Priya also holds the CFA designation. Priya is registered with the state of New York and Texas and is a member of FINRA. Priya previously worked at Deutsche Bank Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Securities LLC. Priya is dedicated to providing her clients with personalized financial advice and guidance.
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
02/04/2025 - Present
Morgan Stanley (New York NY)
NY
04/19/2012 - 01/08/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
07/24/2009 - 01/18/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/09/2005 - 06/24/2009
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 06/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2024
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/14/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2021
Series 3 - National Commodity Futures Examination
BC
Issued 01/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
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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