Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Svetlana? Claim Your ProfileSvetlana Kurmangaliyeva is a registered representative with Morgan Stanley, an investment firm with over $1.4 trillion in assets under management. Svetlana specializes in a range of investment services, including portfolio management, financial planning, and asset allocation advice. She holds the Series 7TO, 34, and 3 licenses, as well as the Securities Industry Essentials Examination credential. Svetlana is based in Morristown, New Jersey and has over 8 years of experience in the financial services industry.
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
NJ
04/18/2023 - Present
Morgan Stanley (Morristown NJ)
BC
Issued 04/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2015
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/18/2014
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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