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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gennaro? Claim Your ProfileGennaro Zimbaldi is a financial advisor with Morgan Stanley. Gennaro has been in the industry since 2018 and is licensed to provide investment advice in 40 states, including Connecticut, New York, and Texas. He has passed the Series 7, Series 63, Series 65, and SIE exams. In addition to his role at Morgan Stanley, Gennaro is also a sole proprietor of rental property in Wilmington, North Carolina and Bethel, Connecticut.
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
CT
04/01/2020 - Present
Morgan Stanley (Westport CT)
NY
07/30/2018 - 09/21/2018
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
03/15/2018 - 07/31/2018
NEWBRIDGE SECURITIES CORPORATION (WHITE PLAINS NY)
IA
Issued 06/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2018
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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