Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennon? Claim Your ProfileBrennon C Distefano mercier is a registered representative with Morgan Stanley. Brennon C Distefano mercier is licensed to conduct business in 30 states and is currently registered with Morgan Stanley in Arizona and Texas. Brennon C Distefano mercier holds the Series 7, Series 66 and SIE licenses. Brennon C Distefano mercier has been in the industry since 2023. Brennon C Distefano mercier is a dedicated and experienced financial advisor committed to helping individuals, families, and businesses reach their financial goals. Brennon C Distefano mercier is a strong advocate for financial planning and strives to provide personalized solutions that meet each client's specific needs.
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
AZ
07/27/2023 - Present
Morgan Stanley (Scottsdale AZ)
BOTH
Issued 06/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2021
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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