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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Yenokyan is a financial advisor with Morgan Stanley. Rafael has been in the financial services industry since August 2017. Rafael is licensed to provide investment advice in both the Broker Dealer and Investment Adviser capacities. He is also registered in 53 states. Prior to joining Morgan Stanley, Rafael worked at E*TRADE SECURITIES LLC. Rafael provides a wide range of financial services including: financial planning, educational seminars, asset allocation advice, and portfolio management for businesses, individuals and investment companies.
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
09/28/2023 - Present
Morgan Stanley (LOS ANGELES CA)
CA
03/02/2022 - 09/05/2023
E*TRADE SECURITIES LLC (LOS ANGELES CA)
CA
08/02/2017 - 02/24/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HOLLYWOOD CA)
BOTH
Issued 10/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2017
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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