Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilio? Claim Your ProfileEmilio Lapietra is a financial advisor with Morgan Stanley. Emilio has been in the industry since 2011. Emilio is registered with the state of New York and holds the Series 31, Series 7, and SIE exams. He has worked with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Emilio is committed to providing comprehensive financial planning and portfolio management services to individuals, families, and 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
NY
06/16/2021 - Present
Morgan Stanley (Syracuse NY)
NY
03/22/2013 - 06/19/2020
FIDELITY BROKERAGE SERVICES LLC (ALBANY NY)
NY
05/08/2012 - 03/11/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
NY
02/11/2011 - 01/23/2012
MORGAN STANLEY SMITH BARNEY (ALBANY NY)
BOTH
Issued 03/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/2011
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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