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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 Walser Giampaolo is a financial advisor with over 20 years of experience in the industry. She is currently registered with Morgan Stanley and has held previous registrations with CITIGROUP GLOBAL MARKETS INC. Ellen provides a range of services to individual and institutional clients, including financial planning, portfolio management, asset allocation advice, and educational seminars. Ellen has also demonstrated expertise in the areas of investment companies, pension consulting, and portfolio management for 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
MA
04/23/2020 - Present
Morgan Stanley (Springfield MA)
MA
11/11/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SPRINGFIELD MA)
BOTH
Issued 08/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1997
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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