Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Schiavone is a financial advisor with Morgan Stanley. Annette has been in the financial services industry since 2004. Annette holds the Series 66, Series 4, Series 24, Series 31, and Series 7 licenses. Annette is a registered representative in Maryland and Virginia. Annette has previously worked for Lincoln Financial Advisors Corporation, The Investment Center, Inc., Mercer Allied Company, L.P., MetLife Securities Inc., Metropolitan Life Insurance Company, and Morgan Stanley DW Inc.
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
MD
12/10/2012 - Present
Wealthpenn.comllc (BALTIMORE MD)
VA
11/10/2011 - 09/13/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (VIENNA VA)
NJ
02/13/2009 - 10/06/2011
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NJ
11/02/2007 - 11/25/2008
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
MD
12/19/2006 - 09/07/2007
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
12/19/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
MD
07/12/2004 - 08/07/2006
MORGAN STANLEY DW INC. (LUTHERVILLE MD)
BOTH
Issued 8/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/21/2011
Series 4 - Registered Options Principal Examination
BC
Issued 5/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 7/10/2004
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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