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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Papasoff is an active investment advisor representative with Morgan Stanley. Stefan has been in the industry since December 1983 and has a broad range of experience. Stefan's previous employment history includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank, N.A. Stefan is registered in 24 states and holds a variety of licenses, including Series 7, 15, 63, and 65. Stefan has also passed the SIE exam. Stefan is committed to providing clients with the highest quality investment advice and services.
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
WA
01/10/2020 - Present
Morgan Stanley (Kirkland WA)
TN
09/15/1997 - 12/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)
NY
01/16/1989 - 09/22/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
12/21/1983 - 01/25/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 12/17/1983
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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