Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taher ted? Claim Your ProfileTaher ted Koly is a Registered Representative and Investment Advisor Representative with Morgan Stanley in Stamford, Connecticut. Taher ted Koly has 14 years of experience in the securities industry. Taher ted Koly is also an Adjunct Professor at Quinnipiac University. Prior to joining Morgan Stanley, Taher ted Koly was registered with CITIGROUP GLOBAL MARKETS INC. in STAMFORD, Connecticut. Taher ted Koly holds Series 31, Series 7, and SIE licenses. Taher ted Koly is registered to provide investment advice in 47 states and the District of Columbia.
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
CT
10/13/2021 - Present
Morgan Stanley (Stamford CT)
CT
01/07/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
BOTH
Issued 01/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/2009
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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