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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giselle? Claim Your ProfileGiselle Cantada is a financial advisor registered with Morgan Stanley. Giselle has been in the industry for over 25 years and holds a variety of licenses, including Series 7, Series 63, and Series 65. Giselle has experience working with a variety of clients, including individuals, families, businesses, and institutions. Giselle specializes in providing financial planning, investment management, and asset allocation advice. Giselle is committed to providing her clients with the highest level of service and personalized advice.
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
04/18/2012 - Present
Morgan Stanley (New York NY)
NY
03/26/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
01/19/2006 - 03/27/2009
WACHOVIA SECURITIES, LLC (NEW YORK NY)
CA
05/21/2005 - 01/12/2006
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NY
07/02/2002 - 04/27/2005
LABRANCHE FINANCIAL SERVICES, INC. (NEW YORK NY)
NJ
06/12/1997 - 06/10/2002
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
NY
12/24/1996 - 06/02/1997
SHERWOOD SECURITIES CORP. (NEW YORK NY)
IA
Issued 03/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/23/1996
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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