
Kamran Sarkarati
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a... | Melbourne, Florida, United States
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Kamran Sarkarati’s Emails ka****@mo****.com
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Kamran Sarkarati’s Location Melbourne, Florida, United States
Kamran Sarkarati’s Expertise As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. I am committed to long-term relationships and I have worked closely with investors and their families in helping with wealth preservation and generational transfer issues. I have experience with the distinctive challenges, styles, and strategies that distinguish investors. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. This combination of personal attention and financial possibilities creates opportunities for you. Areas of focus: Financial Planning and Financial Goal Analysis, Retirement Planning and Estate Planning Strategies, Fixed and Variable Annuities, Life Insurance and Long Term Care Insurance, 401(k) Plans / 403(b) / 457(b) Plans, Profit Sharing and Money Purchase Plans, SEP, SIMPLE and SAR-SEP Plans, Traditional, Roth, Inherited IRAs, IRA Rollovers, Roth Conversions, Fixed Income (Taxable and Municipal Bonds) Mutual Funds, Closed-End Funds, Structured Investments and Managed Futures (for qualified investors). General Securities Representative, Investment Advisor Representative, Managed Futures. NMLS # 1316516 Securities agent in AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NJ, NY, PA, TX, UT, VA. As such, my job entails acquiring new clients and strengthening existing client relationships, retirement planning strategies and investment selections. There is development and implementation of customized strategies using a variety of financial instruments, ongoing performance monitoring, personalized guidance, and periodic reviews of client progress. Also, development of operations and technology platforms.
Kamran Sarkarati’s Current Industry Morgan Stanley
Kamran
Sarkarati’s Prior Industry
Morgan Stanley
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Work Experience

Morgan Stanley
Senior Vice President, Financial Advisor
Thu Apr 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Present