Unclaimed
Arlynn Rosario is a registered investment advisor representative with Morgan Stanley. Arlynn Rosario is licensed in New York. Arlynn Rosario has been working in the financial industry since December 2020. Arlynn Rosario holds the Series 7TO, Series 66, and SIE licenses. Arlynn Rosario is currently employed by Morgan Stanley and has been with the firm since October 2020. Arlynn Rosario has previously worked at Ruder Finn, North 6th Agency, Inc., Crenshaw Communications, DoSomething.org, COOP, and C/I - Code/Interactive. Morgan Stanley is a firm that provides investment advice to a variety of clients, including individuals, businesses, institutions, and governments. Morgan Stanley is headquartered in Purchase, NY.
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
04/27/2021 - Present
Morgan Stanley (PURCHASE NY)
BOTH
Issued 01/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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