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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Troianello is a financial advisor with Morgan Stanley, working in the field since August 15, 1993. Alfonso holds Series 3, 7, 63, 66, 79TO, SIE and Series 24 licenses. Alfonso is registered to provide advisory services in 53 states and territories. Alfonso has been with Morgan Stanley since January 2011. Alfonso is also registered as an Investment Advisor Representative with Morgan Stanley.
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
03/07/2012 - Present
Morgan Stanley (New York NY)
NY
05/23/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/12/1998 - 07/24/2001
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NA
04/06/1989 - 10/11/1996
LEHMAN BROTHERS INC.
NY
05/21/1987 - 10/11/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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