Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto R. Coles-vollmer is a financial advisor with Morgan Stanley. Alberto is registered with FINRA and holds the Series 7TO, SIE, and Series 66 licenses. Alberto has worked in the industry for 2 years and has provided financial advisory services for 4 years. Alberto's current location is in the Miami office of Morgan Stanley. Alberto specializes in providing financial advisory services to individuals, investment companies, corporations, insurance companies, and charitable organizations. Alberto has experience in asset allocation advice, financial planning, pension consulting, and selection of other advisors. Alberto's registration status is active.
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
03/22/2023 - Present
Morgan Stanley (Miami FL)
BOTH
Issued 03/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2022
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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