| Advisor Profile |
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| Name: |
Autumn Buracker Yamamura |
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About Morgan Stanley |
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 |
| Years of Experience in Financial Services: |
25
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| States Licensed in: |
NC, MO, MD, CA, CO, FL, GA, IL, KS, VA, PA, MA, WA, TX, NY, DC, GA, OR
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| Number of Years with Current Firm: |
25
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| Insurance License#: |
695192
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| Work with the following types of clients: |
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
Morgan Stanley
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| States Willing to do Business in: |
Apex,Bahama,Butner,Carrboro,Cary,Cedar Grove,Chapel Hill,Creedmoor,Durham,Efland,Graham,Haw River,Hillsborough,Holly Springs,Hurdle Mills,Mebane,Moncure,Morrisville,New Hill,Pittsboro,Raleigh,Rougemont,Stem,Timberlake,Wake Forest,Serves 150 mile radius to RDU area
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| Advisory Services Provided: |
Legal Advice and Services, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
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Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 9, Series 10, Series 31, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| Fee % Based on Assets: |
1%
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