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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatrice? Claim Your ProfileBeatrice Elena Cueto is a financial advisor with over 20 years of experience in the financial services industry. Beatrice has worked at Morgan Stanley since June 2009, and previously worked at Citigroup Global Markets Inc. and DB Alex. Brown LLC. Beatrice has a strong background in financial planning and investment management, and is committed to helping her clients achieve their financial goals. Beatrice holds the Series 63, Series 65, Series 7, Series 31 and SIE licenses. Beatrice is registered with FINRA as a registered representative and with the State of Florida as an investment advisor representative. Beatrice is also registered with the State of Texas as an investment advisor representative. Beatrice is committed to providing her clients with personalized financial advice, and she is dedicated to helping them make informed decisions about their finances.
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 (Miami FL)
FL
03/13/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
MD
01/10/1999 - 03/13/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
IA
Issued 06/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/1998
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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