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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tarik? Claim Your ProfileTarik Benchabane is a financial advisor registered with Morgan Stanley in La Jolla, CA. He specializes in providing a variety of financial services to individuals and families. Tarik Benchabane has been in the financial services industry for over 8 years and has a strong track record of success. He has been registered with Wells Fargo Clearing Services, LLC since 2017. Tarik Benchabane is committed to providing personalized financial advice and working with clients to achieve their long-term financial goals. He is a member of the Financial Industry Regulatory Authority (FINRA) and is required to follow strict ethical and professional standards.
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
CA
03/07/2022 - Present
Morgan Stanley (La Jolla CA)
CA
07/24/2017 - 02/22/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
BOTH
Issued 02/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2017
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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