Unclaimed
Flavio Cesar Quito is a registered representative with Morgan Stanley, a firm that manages over $1.4 trillion in assets for individuals and institutional clients. Flavio is also registered as an Investment Advisor Representative in New Jersey and New York. He has been in the financial services industry since August 2020. Flavio is a Series 7TO and Series 66 licensed professional. Before joining Morgan Stanley, Flavio worked at UBS Financial Services Inc. and had previous roles at University of Illinois at Urbana-Champaign, Howard Buick GMC, Niles Township High School West, and Sponsors for Educational Opportunity. Flavio’s professional experience in financial services, education, and business management provides a broad perspective in developing client centered financial strategies.
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
11/06/2024 - Present
Morgan Stanley (Purchase NY)
BOTH
Issued 09/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Flavio Quito is the right advisor for you? Invested Better is here to help.