Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelo? Claim Your ProfileMarcelo Miano is a financial advisor with over 25 years of experience in the industry. Marcelo is currently registered with Morgan Stanley and has been with the firm since March 2023. Previously, Marcelo was employed by E*TRADE SECURITIES LLC, E*TRADE CAPITAL MANAGEMENT LLC, and TSM SOLUTIONS LLC. Marcelo has a broad range of experience and has held various positions in the financial industry, including Registered Representative, Investment Advisor Representative, and Principal. Marcelo is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Marcelo specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Marcelo is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
10/02/2023 - Present
Morgan Stanley (Tampa FL)
FL
02/10/2006 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
MA
02/14/2001 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
NE
07/13/1999 - 02/02/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
FL
03/05/1999 - 06/09/1999
RM STARK & CO INC. (LAKE WORTH BEACH FL)
NJ
04/01/1996 - 03/12/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
FL
10/09/1995 - 04/02/1996
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
NY
01/25/1995 - 10/06/1995
HD BROUS & CO., INC. (GREAT NECK NY)
NA
11/17/1994 - 12/05/1994
J. GREGORY & COMPANY, INC.
BOTH
Issued 05/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2009
Series 4 - Registered Options Principal Examination
BC
Issued 06/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Marcelo Miano is the right advisor for you? Invested Better is here to help.
