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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruarri? Claim Your ProfileRuarri Jonathan Burda is a financial advisor at Morgan Stanley. Ruarri has been in the financial industry since January 10, 1999. Ruarri holds licenses in various states including California, Arizona, and Texas. Ruarri has a range of experience, having worked with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Morgan Stanley Smith Barney LLC. Ruarri provides services such as financial planning, asset allocation advice, and portfolio management.
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
08/30/2018 - Present
Morgan Stanley (CLAREMONT CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BREA CA)
CA
01/11/1999 - 04/02/2007
MORGAN STANLEY DW INC. (ONTARIO CA)
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2003
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/08/1999
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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