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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sasa? Claim Your ProfileSasa Rakas is a financial advisor at Morgan Stanley, based in Mclean, VA. Sasa has been in the financial industry since August 2005 and is registered in 53 states and the District of Columbia as a broker-dealer. Sasa is also registered as an investment advisor representative in Virginia and Texas. Sasa specializes in providing financial planning, portfolio management, and pension consulting services to a range of clients, including high-net-worth individuals, corporations, and institutional clients. Sasa has a strong track record of success in helping clients achieve their financial goals.
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
VA
07/07/2022 - Present
Morgan Stanley (Mclean VA)
VA
08/03/2005 - 07/01/2022
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
BOTH
Issued 10/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2005
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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