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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tjindiwati? Claim Your ProfileTjindiwati Suttio is a financial advisor with Morgan Stanley and has over 20 years of experience in the industry. Tjindiwati holds a Series 7, Series 9, Series 10, Series 66 and SIE licenses, and is registered in 44 states. Prior to joining Morgan Stanley, Tjindiwati was a registered representative with UBS Financial Services Inc. and UBS International Inc. Tjindiwati's specializations include investment and financial planning, and portfolio management for businesses and individuals. Tjindiwati's clients include individuals, high net worth individuals, investment clubs, pension and profit sharing plans, corporations, charitable organizations and state and municipal government entities.
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
02/24/2020 - Present
Morgan Stanley (Pleasanton CA)
CA
01/01/2010 - 11/12/2010
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
09/12/2003 - 01/01/2010
UBS INTERNATIONAL INC. (SAN FRANCISCO CA)
BOTH
Issued 05/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
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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