Unclaimed
Justin Carpenito is an investment advisor representative with Morgan Stanley. Justin has been in the industry since 1999 and has extensive experience in the financial services sector. Justin has held positions at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., LaSalle St Securities, L.L.C., Eisner Securities, Inc., and Securities America, Inc. Currently, Justin holds registrations in various states, including Alaska, South Carolina, Texas, and Washington. Justin's expertise covers a range of financial services, including financial planning, 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
WA
06/01/2009 - Present
Morgan Stanley (Seattle WA)
WA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BELLEVUE WA)
WA
12/17/2003 - 04/02/2007
MORGAN STANLEY DW INC. (BELLEVUE WA)
IL
09/29/2001 - 06/02/2003
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MO
04/25/2000 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
NE
04/30/1999 - 04/05/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/1999
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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