Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amelia? Claim Your ProfileAmelia Balonek is a financial advisor at Morgan Stanley. Amelia has been working in the financial services industry since 2007 and has a broad range of experience. Amelia has Series 3, 7, 86, 87, 63, 65, and 66 licenses. Amelia also holds a SIE designation. Amelia is registered with FINRA and is also registered as an Investment Advisor Representative in several states. Amelia has experience working at Goldman Sachs & Co. and Ladenburg Thalmann & Co. Inc. in addition to Morgan Stanley. Amelia is an active member of the community and is involved in various organizations, including The Cushman School.
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
04/23/2020 - Present
Morgan Stanley (Coral Gables FL)
NY
03/31/2010 - 01/11/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
FL
09/18/2007 - 08/11/2008
LADENBURG THALMANN & CO. INC. (MIAMI FL)
BOTH
Issued 06/17/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/11/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/17/2007
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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