Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Beatriz Landinez guzman is a registered representative with Morgan Stanley, a firm based in Purchase, NY. Claudia has been in the financial services industry since 2005 and has been registered with Morgan Stanley since 2017. Claudia is licensed to provide securities and investment advisory services in 29 states including Texas and Florida. Claudia has Series 6, 7, 63, and 66 registrations. Claudia has experience with individual clients, high-net-worth individuals, corporations, charitable organizations, pension plans, and investment clubs.
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)
FL
05/29/2007 - 05/19/2017
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
10/04/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (BOCA RATON FL)
BOTH
Issued 02/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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