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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Steven Minniti is a financial advisor at Morgan Stanley. He is a Registered Representative and Investment Advisor Representative with a history of experience in the financial services industry. George Minniti has been in the industry since 1987, starting his career at Asquith & Co. Inc. and working at both Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. before joining Morgan Stanley in 2009. George Steven Minniti holds the Series 63, Series 7, and SIE licenses. He is registered to provide securities and advisory services in 15 states, including Arizona, Florida, Kentucky, Massachusetts, Michigan, New Jersey, New York, Oregon, Pennsylvania, Tennessee, Texas, Washington, and Wisconsin. He is also a registered representative of Morgan Stanley in Pennsylvania and Texas. George Steven Minniti is committed to providing his clients with personalized financial advice and guidance.
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
PA
04/15/2020 - Present
Morgan Stanley (Philadelphia PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PHILADELPHIA PA)
PA
12/14/1987 - 04/02/2007
MORGAN STANLEY DW INC. (PHILADELPHIA PA)
NA
08/18/1987 - 12/14/1987
ASQUITH & CO. INC.
BC
Issued 06/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
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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