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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 registered with Morgan Stanley. Ellen has been in the industry for 39 years, and is registered in 35 states. Ellen has worked for a number of firms in her career, including UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, and Salomon Smith Barney Inc. Ellen is a Series 7, 24, 63 and 65 licensed professional. Ellen specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies. Ellen's clients include high net worth individuals, insurance companies, charitable organizations, and investment companies. Ellen's firm, Morgan Stanley, is a global financial services firm with over $10 billion in assets under management. The firm provides a wide range of financial services, including investment banking, asset management, and wealth management.
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
Morgan Stanley (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 06/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
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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