Unclaimed
Vera Nigmatullina is a registered representative with Morgan Stanley, a firm with over $1 trillion in assets under management. Vera has been in the financial services industry since 2002 and has held a variety of roles at several firms, including Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Vera currently holds Series 7, Series 63, and Series 66 licenses. Vera specializes in providing investment advice to high-net-worth individuals, corporations, and institutions.
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
MA
08/03/2022 - Present
Morgan Stanley (HYANNIS MA)
MA
06/01/2009 - 05/07/2010
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
08/28/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
RI
12/01/2006 - 08/31/2007
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
02/21/2006 - 11/24/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
01/22/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
08/29/2002 - 07/11/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/29/2002 - 07/11/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2002
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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