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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Lubrano is a financial advisor who works at Morgan Stanley. Emily has been in the industry since June 27, 2021 and has experience working at both Morgan Stanley & Co. LLC and E*TRADE SECURITIES LLC. Emily has the Series 7, 99, 63, and SIE licenses and is registered in New York. Emily is a skilled financial advisor with a strong background in the securities industry. She is passionate about helping individuals achieve their financial goals and is committed to providing personalized service.
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
10/24/2023 - Present
Morgan Stanley (PURCHASE NY)
NY
10/24/2023 - 02/13/2024
E*TRADE SECURITIES LLC (New York NY)
NY
08/09/2022 - 02/16/2023
E*TRADE SECURITIES LLC (New York NY)
NY
09/08/2021 - 02/16/2023
MORGAN STANLEY (New York NY)
BC
Issued 06/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2021
Series 99TO - Operations Professional Examination
BC
Issued 04/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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