Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Martino is a financial advisor with over 12 years of experience in the industry. Candace is currently registered with Morgan Stanley and previously worked with Stiefel, Nicolaus & Company, Incorporated, T. Rowe Price Investment Services, Inc., and NFP Securities, Inc. Candace is licensed to provide financial services in Maryland and New York. Candace has Series 7 and SIE licenses and is a member of FINRA. Candace specializes in asset allocation, portfolio management, financial planning and pension consulting.
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
MD
10/05/2023 - Present
Morgan Stanley (Baltimore MD)
NY
06/19/2017 - 10/05/2023
MORGAN STANLEY & CO. LLC (NEW YORK NY)
MD
12/02/2015 - 05/15/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
NY
02/08/2011 - 07/14/2015
MORGAN STANLEY (PURCHASE NY)
MD
12/02/2010 - 01/14/2011
NFP SECURITIES, INC. (TIMONIUM MD)
MD
09/14/2010 - 11/18/2010
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2010
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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