Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sukru? Claim Your ProfileSukru Uluoglu is a financial advisor registered with Morgan Stanley since June 2009. Sukru has over 20 years of experience in the financial services industry and is dedicated to providing personalized investment guidance to individuals and families. His previous experience includes working at Fidelity Brokerage Services LLC, Citigroup Global Markets Inc., Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated. Sukru has a strong understanding of various financial markets and investment strategies, and strives to help his clients reach their financial goals. He is a licensed Investment Advisor Representative in Florida and New Hampshire, and has a variety of licenses and certifications to support his practice.
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
MA
06/01/2009 - Present
Morgan Stanley (Boston MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIDDLETON MA)
MA
11/17/2006 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
MA
01/17/2002 - 11/30/2006
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
RI
08/21/1998 - 02/06/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 06/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1998
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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