Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia? Claim Your ProfileCecilia Montero degrelle is a financial advisor at Morgan Stanley with over 20 years of experience in the industry. Cecilia has a broad range of experience having worked at firms such as BTG PACTUAL US CAPITAL, LLC and CELFIN CAPITAL SECURITIES, LLC. Cecilia holds the Series 7, 63, and 66 securities licenses, and is registered in several states including Connecticut, Florida, New York, and Texas. Cecilia has also been an investment advisor representative for over 10 years. Outside of her financial advisory work, Cecilia also operates a landscape design business. Cecilia is dedicated to providing clients with personalized financial advice and investment strategies.
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
FL
04/15/2020 - Present
Morgan Stanley (Miami FL)
NY
06/11/2012 - 03/24/2017
BTG PACTUAL US CAPITAL, LLC (NEW YORK NY)
NA
11/18/2011 - 06/11/2012
CELFIN CAPITAL SECURITIES, LLC (SANTIAGO )
FL
03/22/2001 - 11/18/2009
BETA CAPITAL MANAGEMENT, L.P. (MIAMI FL)
BOTH
Issued 03/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2001
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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