Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Semra? Claim Your ProfileSemra Kiflom is a financial advisor with Morgan Stanley. Semra has been working in the financial services industry since 2001. Semra is registered to provide investment advice in 53 states and is also registered with FINRA as a Registered Representative. Semra has a strong background in providing investment advice to individuals, businesses, and institutions.
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
02/09/2024 - Present
Morgan Stanley (Menlo Park CA)
CO
07/30/2021 - 08/25/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CA
02/06/2020 - 01/11/2021
TD AMERITRADE, INC. (ROSEVILLE CA)
CA
04/03/2019 - 01/06/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
CA
12/20/2017 - 05/03/2018
UMPQUA INVESTMENTS, INC. (Sacramento CA)
DC
04/04/2001 - 01/09/2017
E*TRADE SECURITIES LLC (WASHINGTON DC)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
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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