Evelyn Vera is a registered investment advisor at Morgan Stanley, based in New York, NY, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1 New York Plaza, Corp Equity Solutions & Annuities/Insurance Review, New York, NY, 10004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evelyn sells investment-related products for companies affiliated with PFS Investments Inc. She also receives non-investment related compensation from Primerica Client Services, Inc. for referrals, and owns Vera Business Solutions, LLC for administrative consultative services, as well as investment real estate.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
PFS Investments INC.Broker
J.P. Morgan Securities LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 states
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