Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcela? Claim Your ProfileMarcela Llinas giraldo is a registered representative with Morgan Stanley. Marcela is also an investment advisor representative. Marcela has been in the securities industry since October 2020. Marcela has passed the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE), and the Uniform Securities Agent State Law Examination (Series 63). Marcela also passed the Uniform Combined State Law Examination (Series 66). Marcela is registered with the state of Florida and Texas.
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
FL
10/17/2023 - Present
Morgan Stanley (Fort Lauderdale FL)
FL
12/21/2020 - 10/11/2023
IDB CAPITAL CORP. (AVENTURA FL)
FL
08/28/2020 - 11/05/2020
SAFRA SECURITIES LLC (AVENTURA FL)
BOTH
Issued 06/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2020
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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