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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shyya? Claim Your ProfileShyya Curtis is a financial advisor with Morgan Stanley. Shyya has been in the industry since 2019. Shyya is currently registered to provide financial advice in 53 states and is licensed to sell securities in all states. Shyya specializes in financial planning and portfolio management for individuals, businesses, and investment companies. Prior to joining Morgan Stanley, Shyya worked at J.P. MORGAN SECURITIES LLC and WELLS FARGO CLEARING SERVICES, LLC.
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
GA
06/11/2024 - Present
Morgan Stanley (Atlanta GA)
GA
03/13/2023 - 05/31/2024
J.P. MORGAN SECURITIES LLC (Atlanta GA)
GA
01/11/2017 - 05/19/2020
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
BC
Issued 03/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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