AutumnBuracker Yamamura- Financial Advisor Chapel Hill, NC

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About Autumn Buracker Yamamura

Investors choose to work with Morgan Stanley because the firm and its Financial Advisors mirror the values that instill their own success: a commitment to perform at the highest level, with no shortcuts, compromises or excuses. For nearly 80 years, our firm has been a leader, innovator and partner for successful individuals and their families, as well as corporations, foundations and endowments.

Our Financial Advisors work from an extensive knowledge base built on diverse skills, experience, training and professional interests. They take time to understand your most important goals and have the resources to help you navigate volatile markets and changing life circumstances. They can help select the insights that are most meaningful for your portfolio from the daily barrage of market data and opinion.

Behind every Financial Advisor stands Morgan Stanley. In planning and executing strategies that can help you attain your objectives, our Financial Advisors can draw on our resources and intellectual strength as a global financial services leader.

Whatever your financial goals, and however you prefer to pursue them, Morgan Stanley offers you insights and a wide range of capabilities to help meet your unique needs.

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General Information

Firm Start Year

2021

CRD#

2779252

Firm CRD#

14977

Insurance License#

695192

Name of Broker/Dealer

Morgan Stanley

States Licensed in

NC, MO, MD, CA, CO, FL, GA, IL, KS, VA, PA, MA, WA, TX, NY, DC, GA, OR

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 9, Series 10, Series 31, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Annuity, Health, Life, Variable Annuity, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Fee % Based on Assets

Education

MBA - Business

Salisbury State University
1994 -1996

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Paladin Research Report For:

Autumn Buracker Yamamura

Morgan Stanley