Unclaimed
Priyata Saraf is a financial professional with over three years of experience in the industry. Priyata is currently registered with Morgan Stanley & Co. LLC and is located in San Francisco, California. Priyata has passed the Series 63, SIE and Series 79 exams and is licensed in California and New York. Prior to joining Morgan Stanley, Priyata was employed by 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.
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.
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2
CA
05/04/2020 - Present
Morgan Stanley & Co. LLC (San Francisco CA)
NY
02/07/2017 - 04/07/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 02/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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