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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Cardozo Sonsino is a financial advisor with over 38 years of experience in the industry. Ellen is currently registered with Wealthpenn.comllc. Ellen has worked for other financial firms including UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Salomon Smith Barney Inc. and A B D Securities Corporation. Ellen specializes in providing financial advice to individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities and investment clubs.
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
NY
05/20/2016 - Present
Wealthpenn.comllc (New York NY)
NY
04/18/2008 - 06/10/2016
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
04/02/2007 - 04/21/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
08/25/2003 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
07/17/1984 - 02/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
02/09/1982 - 04/23/1984
A B D SECURITIES CORPORATION
IA
Issued 6/5/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/5/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
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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