Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donato? Claim Your ProfileDonato Arguelles is a financial advisor with Morgan Stanley, with an extensive background in the industry, having entered the business in August of 2009. Donato Arguelles currently holds licenses in 28 states and is registered with the Financial Industry Regulatory Authority (FINRA). Donato Arguelles also holds licenses to provide investment advice in 4 states, including Florida, New Jersey, New York and Texas. Donato Arguelles provides a broad array of services to individuals and families, including investment advice, financial planning, and wealth management services. Donato Arguelles has a deep understanding of the markets and has experience in helping clients reach their financial goals.
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
09/13/2018 - Present
Morgan Stanley (Coral Gables FL)
BOTH
Issued 08/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/2009
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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