Unclaimed
Caridad Marina Carosella is a financial professional with over 20 years of experience in the industry. Caridad is currently a registered representative with BNY Mellon Securities Corp., where has been employed since November 1998. Caridad holds a Series 7, 24 and 63 licenses. Prior to joining BNY Mellon Securities Corp., Caridad worked at MBSC, LLC from 2002 to 2007. Caridad is registered to offer securities in New York.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/02/1998 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
NY
05/21/2004 - 07/13/2007
MBSC, LLC (UNIONDALE NY)
NY
09/27/2002 - 03/30/2004
MBSC, LLC (NEW YORK NY)
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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