Unclaimed
Breno Vilete is a financial advisor currently registered with Morgan Stanley. Breno Vilete has been in the financial industry for over 8 years. Prior to joining Morgan Stanley, Breno Vilete worked at Santander Securities LLC and UBS Financial Services Inc. Breno Vilete is licensed to provide investment advice in New York. Breno Vilete specializes in providing financial advice to individuals, businesses, investment companies, pension and profit sharing plans, insurance companies, charitable organizations, banking or thrift institutions, state or municipal government entities and other investment advisors. Breno Vilete holds the Series 66, 6TO, SIE, and 7 licenses.
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
NY
07/05/2022 - Present
Morgan Stanley (Garden City NY)
NY
03/04/2021 - 06/22/2022
SANTANDER SECURITIES LLC (BROOKLYN NY)
NY
01/30/2020 - 12/07/2020
SANTANDER SECURITIES LLC (BROOKLYN NY)
NY
12/06/2019 - 01/27/2020
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
05/11/2018 - 06/26/2019
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NJ
11/27/2013 - 05/07/2018
WELLS FARGO CLEARING SERVICES, LLC (NEW PROVIDENCE NJ)
NJ
09/30/2011 - 12/08/2011
WELLS FARGO ADVISORS, LLC (WESTFIELD NJ)
BOTH
Issued 10/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2011
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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