Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aemilia? Claim Your ProfileAemilia Ferreira is an active Registered Representative and Investment Advisor Representative in the State of New York and is registered with Morgan Stanley. Aemilia has been in the industry since May 22, 2024. Aemilia is a licensed Series 7TO, Series 66, and SIE exam holder. Aemilia is registered in all 50 states for both Broker/Dealer and Investment Advisor activities. Morgan Stanley is a large investment firm with a strong track record of providing investment advice and financial planning services. Aemilia provides a full range of investment advisory services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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
NY
07/19/2024 - Present
Morgan Stanley (New York NY)
BOTH
Issued 06/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Aemilia Ferreira is the right advisor for you? Invested Better is here to help.
