Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Criselda? Claim Your ProfileCriselda Lozano is a financial advisor who has been in the industry since 2015. She is currently registered with Morgan Stanley in Naples, Florida. Criselda has a background in providing financial services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. She has extensive experience in portfolio management, asset allocation, and financial planning. Criselda holds the Series 7, Series 66, and SIE licenses.
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
06/02/2022 - Present
Morgan Stanley (Naples FL)
IL
11/16/2015 - 09/01/2017
MORGAN STANLEY (OAK BROOK IL)
BOTH
Issued 04/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
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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