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Elizabeth Salicco is a financial advisor with Morgan Stanley, a firm that manages over $1.4 trillion in assets. Elizabeth has been in the financial services industry since 1988, starting her career with Smith Barney. Elizabeth is a registered representative in 53 states. She holds both Series 7 and Series 66 licenses as well as Series 8, 9, and 10 licenses. Elizabeth works out of the Red Bank, NJ office of Morgan Stanley.
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
NJ
03/10/2016 - Present
Morgan Stanley (Red Bank NJ)
NY
04/30/1990 - 03/11/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/23/2007 - 04/09/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
07/05/1989 - 01/03/1990
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
04/19/1988 - 07/18/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 03/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
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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