Unclaimed
Maria Alejandra Bravo murillo is a registered representative of Morgan Stanley. Maria Alejandra Bravo murillo has been in the securities industry since 2020. Maria Alejandra Bravo murillo holds licenses for both Broker-Dealer and Investment Adviser. Maria Alejandra Bravo murillo is registered to provide investment advice in 53 states and the District of Columbia. Maria Alejandra Bravo murillo has a specializations in 1, 2, 3, 4, 5, 6 and 7. Maria Alejandra Bravo murillo has a total of 4 approved SRO Registrations, 1 approved FINRA Registration, 53 approved state registrations and 2 approved IA state registrations. Maria Alejandra Bravo murillo is also a board member for Jose Valdes Math Foundation.
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
09/28/2023 - Present
Morgan Stanley (Palo Alto CA)
CA
02/02/2022 - 09/05/2023
E*TRADE SECURITIES LLC (CUPERTINO CA)
CA
01/30/2020 - 01/27/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MORGAN HILL CA)
BOTH
Issued 02/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2019
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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