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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Vila is a financial advisor currently registered with Morgan Stanley. Anthony has been in the financial services industry since July 16, 2011, and has been with Morgan Stanley since November 2018. Anthony has been licensed to provide investment advice in multiple states. Anthony has passed the Series 7 and Series 66 exams. Anthony's specializations include providing asset allocation advice, financial planning, and portfolio management services for businesses, individuals, and investment companies.
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
09/22/2020 - Present
Morgan Stanley (Coral Gables FL)
FL
03/08/2010 - 08/07/2017
HAPOALIM SECURITIES USA, INC. (AVENTURA FL)
BOTH
Issued 08/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
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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