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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Bornia is a financial advisor with Morgan Stanley, who has been in the industry since June 4, 2020. Marco is a registered representative and investment advisor in several states. He is licensed to sell securities and provide investment advice. Marco is committed to helping his clients achieve their financial goals. He has a comprehensive understanding of the financial markets and a strong track record of success. He has been with the firm since January 2020. Marco is a Registered Representative and Investment Advisor Representative and is licensed to sell securities and provide investment advice in numerous states.
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
NY
04/27/2021 - Present
Morgan Stanley (New York NY)
BOTH
Issued 08/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2020
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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