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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmela? Claim Your ProfileCarmela D'anna is a financial advisor with Morgan Stanley, based in Morristown, NJ. Carmela has been in the financial services industry since December 1993 and has a broad range of experience in providing financial advice. Carmela has been registered with the Financial Industry Regulatory Authority (FINRA) since April 1992 and holds Series 7, 63 and 66 securities licenses. Carmela is also registered as an investment advisor representative in New Jersey and Texas. Carmela has extensive experience in advising high-net-worth individuals, corporations, and institutions. Carmela provides a variety of services including financial planning, investment management, and retirement planning.
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
NJ
10/15/2021 - Present
Morgan Stanley (Morristown NJ)
NJ
01/31/1994 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
NY
04/13/1992 - 05/20/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1992
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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