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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaharazade? Claim Your ProfileShaharazade Ally Kayume is an Investment Advisor Representative at Morgan Stanley. Shaharazade has been in the financial industry since August 25, 2003. Shaharazade is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Shaharazade has passed the Series 7, Series 63, Series 66 and SIE exams. Shaharazade has previously worked at CHARLES SCHWAB & CO., INC. and PFS INVESTMENTS INC.. Shaharazade has worked at Morgan Stanley since December 2013. Shaharazade provides asset allocation advice, financial planning, pension consulting and educational seminars. Shaharazade also manages portfolios for businesses, individuals and investment companies.
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
FL
04/08/2020 - Present
Morgan Stanley (Winter Park FL)
FL
04/17/2007 - 12/13/2013
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
GA
06/06/2003 - 10/10/2006
PFS INVESTMENTS INC. (DULUTH GA)
TX
03/15/2001 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
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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