Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dayra? Claim Your ProfileDayra Ivette Atencio is a financial advisor with over 15 years of experience in the industry. Dayra Ivette Atencio is currently a registered representative with Morgan Stanley, and has previously held positions at CREDIT SUISSE PRIVATE ADVISORS, EFG CAPITAL INTERNATIONAL, and DEUTSCHE BANK SECURITIES INC. Dayra Ivette Atencio holds FINRA Series 63, SIE and Series 7 licenses, as well as state licenses in several states. Dayra Ivette Atencio specializes in providing financial planning and investment management services to individuals, families, and businesses.
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
04/28/2011 - Present
Morgan Stanley (Miami FL)
NA
04/28/2005 - 12/06/2005
CREDIT SUISSE PRIVATE ADVISORS (ZURICH )
FL
02/11/2004 - 10/14/2004
EFG CAPITAL INTERNATIONAL (MIAMI FL)
NY
06/27/2001 - 12/16/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 05/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
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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