Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Consuelo? Claim Your ProfileConsuelo Wicks-reiter is a financial advisor at Morgan Stanley. Consuelo has been in the industry since September 20, 2017. Consuelo has a Series 6, 7, 63, 66, and 99. Consuelo is registered to provide investment advice in 53 states and the District of Columbia. Prior to joining Morgan Stanley, Consuelo was registered with Inverness Securities, LLC and Pruco Securities, LLC.
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
MI
07/28/2023 - Present
Morgan Stanley (Farmington Hills MI)
OH
03/27/2018 - 03/28/2022
INVERNESS SECURITIES, LLC (CLEVELAND OH)
MI
08/30/2017 - 03/08/2018
PRUCO SECURITIES, LLC. (TROY MI)
MI
06/30/2017 - 08/08/2017
NYLIFE SECURITIES LLC (SOUTHFIELD MI)
BOTH
Issued 07/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2017
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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