Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Axel? Claim Your ProfileAxel Guillermo Issel is a financial advisor registered with Morgan Stanley in Fort Lauderdale, Florida. Axel has been in the financial services industry since February 27, 2012. Axel previously worked for CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC. in Miami, Florida. Axel holds a Series 66, Series 24, SIE and Series 7 license. Axel is registered with the state of Florida and Texas. Axel's specializations include asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management 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
04/15/2020 - Present
Morgan Stanley (Fort Lauderdale FL)
FL
03/31/2017 - 09/12/2018
CITI PRIVATE ADVISORY, LLC (Miami FL)
FL
01/18/2013 - 09/12/2018
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NA
02/15/2012 - 01/04/2013
CITI INTERNATIONAL FINANCIAL SERVICES LLC (LIMA )
BOTH
Issued 03/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2012
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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