Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Delisi is a financial advisor at Morgan Stanley. Justin has been in the financial industry since 2014. Justin is licensed in Pennsylvania and has passed several industry exams including Series 63, Series 65, Series 7TO and SIE. Justin also has experience working at Hamilton Benefits / Bergin, Roberts & Co., Ironview Capital Management LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley is an investment bank and financial services company that provides a range of services to individuals, corporations, and institutions. The firm manages approximately $10 billion to $50 billion in client assets. Justin and Morgan Stanley provide financial planning, educational seminars, asset allocation advice and portfolio management.
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
10/21/2020 - Present
Morgan Stanley (Blue Bell PA)
BC
Issued 11/13/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Justin Delisi is the right advisor for you? Invested Better is here to help.
