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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adriana? Claim Your ProfileAdriana Vivona is a financial advisor with Morgan Stanley. She is a registered representative with FINRA and is licensed to sell securities in 29 states and 3 jurisdictions. Adriana has been in the industry since 2019 and has a strong track record of success. She is committed to providing her clients with personalized financial advice and guidance. Adriana's previous experience includes working at UBS Financial Services Inc. and Banco do Brasil Securities LLC. She is a graduate of the University of Miami and holds a Series 7, Series 66 and SIE licenses. Adriana specializes in a range of financial services including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
11/14/2023 - Present
Morgan Stanley (Miami FL)
FL
05/13/2021 - 12/09/2021
UBS FINANCIAL SERVICES INC. (MIAMI FL)
BOTH
Issued 10/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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