Unclaimed
Cintra V. Bedassie is an investment advisor representative at Morgan Stanley. Cintra has over 20 years of experience in the financial services industry, having previously worked at firms including J.P. Morgan Securities LLC, Credit Suisse Securities (USA) LLC, Barclays Capital Inc. and Lehman Brothers Inc. Cintra is registered with FINRA and holds the Series 7, 9, 10, 63 and 65 licenses. Cintra is also registered in 33 states and is licensed to provide investment advice in New York and Texas.
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
04/28/2023 - Present
Morgan Stanley (Melville NY)
NY
09/08/2017 - 05/02/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/10/2015 - 10/17/2016
CREDIT SUISSE SECURITIES (USA) LLC (New York NY)
NY
09/22/2008 - 12/23/2013
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/03/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
07/01/2003 - 11/12/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/22/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
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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