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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Berisso is a financial advisor with Morgan Stanley, a firm with a large number of advisors and assets under management. Brenda has been in the financial services industry since 2009 and has been registered with Morgan Stanley since 2015. Brenda has experience working at Ameriprise Financial Services, Inc. and Citigroup Global Markets Inc. in the past. Brenda is licensed in 47 states and holds several licenses and certifications. Brenda is affiliated with the Coral Gables office of Morgan Stanley and has been involved in asset allocation advice, financial planning, pension consulting, and portfolio management. Brenda is committed to providing clients with personalized financial advice and services to help them achieve their goals.
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
04/01/2020 - Present
Morgan Stanley (Coral Gables FL)
FL
05/21/2014 - 04/07/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
06/01/2009 - 05/29/2014
MORGAN STANLEY (PLANTATION FL)
FL
05/01/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
BOTH
Issued 05/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2009
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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