Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Surani? Claim Your ProfileSurani Sirisena is a financial professional with over 20 years of experience in the industry. Surani has been with Morgan Stanley since September 2020 and has previously held roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Surani has a broad range of experience and holds Series 7, Series 63 and Series 65 licenses. Surani is registered to provide investment advice and securities services in a number of states. Surani's current firm is Morgan Stanley, a leading global financial services firm. Morgan Stanley provides a wide range of financial services to individuals, institutions, and governments worldwide.
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
NY
05/13/2024 - Present
Morgan Stanley (New York NY)
NY
05/13/2009 - 09/22/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/08/1999 - 08/01/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/26/1998 - 10/28/1998
SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)
NA
03/26/1996 - 03/17/1998
PEREGRINE BROKERAGE INC.
IA
Issued 07/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1996
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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