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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vrinda? Claim Your ProfileVrinda Pitre is a financial advisor registered with Morgan Stanley. Vrinda is licensed in Georgia, Texas and 52 other states. Vrinda has been in the financial services industry since September 17, 2021. Vrinda has successfully passed Series 7, SIE and Series 66 exams and holds the following licenses: Series 7, Series 66, SIE. Vrinda specializes in working with clients who are high net worth individuals, corporations or businesses, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, individuals other than high net worth, banking or thrift institutions. Vrinda is currently employed with Morgan Stanley and is affiliated with its Alpharetta, GA branch office.
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
GA
04/20/2022 - Present
Morgan Stanley (Alpharetta GA)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2021
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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