Unclaimed
Emmanuel Hurtado is a financial professional with experience in the financial services industry. Emmanuel is registered with Morgan Stanley and previously worked with Equitable Advisors, LLC. Emmanuel holds Series 7TO, Series 66, and SIE licenses and is currently registered with the states of New Jersey, New York, and Texas. Emmanuel focuses on providing comprehensive financial planning and investment advice. Emmanuel has a broad range of specializations and can serve individual, corporate, and institutional clients.
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
09/03/2022 - Present
Morgan Stanley (New York NY)
NY
10/29/2021 - 12/02/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Emmanuel Hurtado is the right advisor for you? Invested Better is here to help.