Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aderito? Claim Your ProfileAderito Edward Morais is a financial advisor with over 20 years of experience in the financial services industry. Aderito is currently registered with IC Advisory Services, Inc., a firm headquartered in Bedminster, NJ, and also has a branch office in Charlotte, NC. Previously, Aderito was registered with Next Financial Group, Inc., FFP Securities, Inc., Marion Bass Securities Corporation, Southeast Investments N.A., Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Aderito holds the Series 63, 65, 7 and SIE licenses and is also registered as an Investment Advisor Representative in North Carolina. Aderito specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
07/22/2010 - Present
IC Advisory Services, Inc. (CHARLOTTE NC)
NC
03/07/2003 - 07/22/2010
NEXT FINANCIAL GROUP, INC. (CHARLOTTE NC)
MO
09/10/1999 - 03/12/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
NC
01/22/1998 - 09/02/1999
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NC
11/29/1997 - 01/28/1998
SOUTHEAST INVESTMENTS N.A., INC. (CHARLOTTE NC)
MN
11/22/1996 - 10/20/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/22/1996 - 10/20/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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