Unclaimed
Belkys Ortiz is a registered representative with Morgan Stanley & Co. LLC. Belkys has been in the industry for a short time and has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Belkys has one current employment registration with Morgan Stanley & Co. LLC in the New York, NY branch office.
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.
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.
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2
NY
02/29/2024 - Present
Morgan Stanley & Co. LLC (New York NY)
BC
Issued 02/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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