Rada Halaseh, CRPC®, QPFC

Rada Halaseh, CRPC®, QPFC

Senior Financial Advisor, Vice President

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  • Timeline

  • About me

    First Vice President | Financial Advisor at Morgan Stanley | The Eravest Group at Morgan Stanley

  • Education

    • Indiana University- Southeast

      2009 - 2013
      Master's Degree
    • Spalding University

      2001 - 2005
      Bachelor's Degree
    • Ahliyyah School For Girls

      1990 - 2001
      High School Diploma/GED
  • Experience

    • Merrill Lynch Wealth Management

      Jul 2007 - May 2022
      Senior Financial Advisor, Vice President
    • Morgan Stanley

      May 2022 - now
      First Vice President | Financial Advisor

      For the affluent, wealth journeys are never a straight line. Through exceptional service and a steadfast commitment to excellence, we are dedicated to making your journey straightforward — and to helping elevate your wealth management experience with precision and care, for decades and generations to come."© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/rada.halaseh. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.NMLS#: 510998 Show less

  • Licenses & Certifications

    • Qualified Plan Financial Consultant

      NAPA National Association of Plan Advisors
      Feb 2019
    • Chartered Retirement Planning Counselor

      College For Financial Planning
      May 2008