Unclaimed
Israel Amarante is a financial advisor with Morgan Stanley. Israel has been in the industry since May 2021 and holds Series 7, 66 and SIE licenses. Israel is registered with FINRA as a Registered Representative and has a Series 66 license which allows him to provide investment advice in the state of Utah. Prior to joining Morgan Stanley, Israel was employed by E*TRADE Securities LLC and Morgan Stanley. Israel is currently registered with the firm's Sandy, Utah branch office.
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
UT
09/05/2023 - Present
Morgan Stanley (Sandy UT)
UT
10/04/2022 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
05/13/2021 - 01/18/2023
MORGAN STANLEY (Sandy UT)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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