Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dante? Claim Your ProfileDante Gudino is a financial advisor with Morgan Stanley. Dante has been working in the financial services industry since December 2014. Dante holds Series 6, 7, and 66 licenses, and the SIE. Dante has been registered with Morgan Stanley since November 2020. Dante was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and MML Investors Services, LLC. Dante provides a variety of financial services including financial planning, pension consulting, educational seminars, and asset allocation advice. Dante has experience working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
CA
11/13/2020 - Present
Morgan Stanley (Beverly Hills CA)
CA
06/02/2015 - 11/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
12/16/2014 - 05/29/2015
MML INVESTORS SERVICES, LLC (PASADENA CA)
BOTH
Issued 10/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2014
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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