Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tais? Claim Your ProfileTais Ines Oro is a financial advisor who has been working in the industry since 2009. Tais is currently registered with Morgan Stanley in New York. Before joining Morgan Stanley, Tais worked at UBS Financial Services Inc and UBS International Inc. Tais has passed several industry exams including the Series 66, Series 10, Series 9, SIE, Series 3 and Series 7. Tais has a broad range of specializations to support her clients' needs. Tais has a number of approved registrations across the United States. The office for Tais at Morgan Stanley is located at 399 Park Avenue, 12th Floor, New York, NY 10022.
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
02/16/2023 - Present
Morgan Stanley (New York NY)
NY
01/01/2010 - 02/14/2023
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
02/25/2009 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
Series 3 - National Commodity Futures Examination
BC
Issued 02/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tais Oro is the right advisor for you? Invested Better is here to help.
