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Fazilet Ulucan

Morgan Stanley

Walnut Creek, CA

Martinez, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-12-16
CA RA APPROVED 2019-12-12
  • TX RA
    APPROVED
    Since 2019-12-16
  • CA RA
    APPROVED
    Since 2019-12-12

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States

Martinez, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 07/2003 08/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2018
Wells Fargo Clearing Services, Llc San Leandro CA 02/2019 11/2019
Unemployed Dumont NJ 08/2018 02/2019
Morgan Stanley Walnut Creek CA 12/2019 Present
  • 07/2003 → 08/2018
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → 08/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2019 → 11/2019
    Wells Fargo Clearing Services, Llc
    San Leandro, CA
  • 08/2018 → 02/2019
    Unemployed
    Dumont, NJ
  • 12/2019 → Present
    Morgan Stanley
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-07
S63 Uniform Securities Agent State Law Examination 2005-11-02
  • S66 Uniform Combined State Law Examination
    2007-06-07
  • S63 Uniform Securities Agent State Law Examination
    2005-11-02
Other Names
  • Fazilet Atli
  • Fazilet Atli-Harbiyeci
  • Fazilet Atli- Harbiyeci

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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