Unclaimed
Savanah Arellano is a financial advisor at Morgan Stanley. Savanah has been in the industry since April 2019, and has held positions at U.S. Bancorp Investments, Inc. and U.S. Bank. Savanah is registered with FINRA and the state of Nevada. Savanah specializes in providing financial advice to individuals, families, and businesses.
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
NV
05/17/2021 - Present
Morgan Stanley (Las Vegas NV)
NV
03/21/2019 - 04/16/2021
U.S. BANCORP INVESTMENTS, INC. (LAS VEGAS NV)
IA
Issued 01/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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