Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maarten? Claim Your ProfileMaarten Lorreto Koornwinder is a financial advisor with over 30 years of experience in the industry. Maarten currently works at Morgan Stanley and has previously held positions at CITIGROUP GLOBAL MARKETS INC., Lehman Brothers Inc., PaineWebber Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Maarten has a broad range of experience and expertise, including providing financial planning, portfolio management, and asset allocation advice. He serves a wide range of clients, including individuals, corporations, charitable organizations, and high-net-worth individuals.
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
CA
12/18/2020 - Present
Morgan Stanley (Menlo Park CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
NY
04/18/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/03/1987 - 04/05/1988
PAINEWEBBER INCORPORATED
NA
10/26/1984 - 07/27/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/27/1984 - 09/24/1984
CHARLES SCHWAB & CO., INC.
IA
Issued 05/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
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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