Unclaimed
Takhmina Touraeva is a registered investment advisor representative with Morgan Stanley. Takhmina has been in the industry since 2018. She is licensed to provide investment advice in several states. Takhmina has a strong track record of providing investment advice to individuals and businesses. She is committed to providing her clients with personalized investment advice that meets their individual needs.
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
VA
01/04/2023 - Present
Morgan Stanley (Alexandria VA)
VA
02/19/2019 - 09/19/2022
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
IA
Issued 06/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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