Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shilpi? Claim Your ProfileShilpi Saran is a financial advisor with Morgan Stanley & Co. LLC. She has been in the industry since 2013 and has experience in investment banking. Shilpi holds the Series 63, Series 79, and SIE licenses. She is registered in California and New York.
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.
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.
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CA
10/31/2019 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
CA
09/25/2013 - 09/13/2019
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BC
Issued 09/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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