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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Muscati is a financial advisor at Morgan Stanley. Alex has been in the financial services industry since 1994 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Alex is registered to provide investment advice in multiple states and holds Series 7, 31, and 63 licenses, as well as a Series 65 license. Alex also holds the SIE designation. Before joining Morgan Stanley, Alex was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alex has a proven track record of helping clients achieve their financial goals, and is committed to providing personalized advice and exceptional service.
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
02/10/2012 - Present
Morgan Stanley (Palm Harbor FL)
FL
10/29/2004 - 01/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
MO
07/01/2003 - 11/16/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/14/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/25/1994 - 09/23/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
05/24/1994 - 08/15/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/24/1994 - 08/15/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
11/26/1993 - 01/13/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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