This profile may include a firm or advisor that has a business relationship with SmartAsset, in No special treatment or consideration in SmartAsset’s profiles.
DAVE TRAVERSO PROFESSIONAL
Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data However, fee types charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees. The business provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services.Ī financial advisor's fee schedules usually depend on which services the firm provides the client. Of its 2,129,899 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets.
The firm serves 6,380 charities and foundations. It administers $1 trillion in total assets among its 2,129,899 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The company has offices in 732 locations and a total of 26,500 employees. Morgan Stanley is a business that has its headquarters in Oakland, California.
DAVE TRAVERSO SERIES
Traverso maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Over the course of their career, Traverso has held roles at Morgan Stanley and Morgan Stanley Private Bank, National Association.
Traverso is on the advisory team at Morgan Stanley. David Traverso is a financial advisor who works in Oakland, California, with a total of 13 years in the industry.
0 kommentar(er)
