Unclaimed
Aniello Luca Iazzetta is a financial advisor who has been in the industry since February 12, 2016. Aniello Luca has a combined state law license, and holds Series 66, 7, 9, 10 and SIE licenses. Aniello Luca Iazzetta currently works for Morgan Stanley in San Francisco, California. Aniello Luca Iazzetta is also registered with the state of California as an investment advisor. Prior to joining Morgan Stanley, Aniello Luca Iazzetta worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aniello Luca Iazzetta also previously worked for AXA Advisors, LLC.
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
CA
09/12/2023 - Present
Morgan Stanley (San Francisco CA)
WA
03/01/2016 - 08/02/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARYSVILLE WA)
CA
11/20/2015 - 01/15/2016
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 03/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2015
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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