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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarkis? Claim Your ProfileSarkis Bedros Shirinian is an active Registered Representative and Investment Advisor Representative with Morgan Stanley. Sarkis has been in the financial services industry since 1997, initially working for CITIGROUP GLOBAL MARKETS INC. in PARAMUS, NJ. Sarkis's industry experience coupled with his Series 7, Series 31, and Series 65 licenses, as well as his SIE designation, allow Sarkis to provide a wide range of investment services to individuals, high-net-worth individuals, businesses, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and investment clubs. Sarkis is licensed in 42 states and the District of Columbia. Sarkis also offers tax return preparation services in addition to his work as a Registered Representative and Investment Advisor Representative at Morgan Stanley.
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
NJ
04/02/2020 - Present
Morgan Stanley (Paramus NJ)
NJ
08/07/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
IA
Issued 08/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1997
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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