Unclaimed
Marie Toni Marcos Ignacio is a financial professional with over 2 years of experience in the financial services industry. Marie Toni has Series 99TO and SIE licenses and currently works at Morgan Stanley as a registered representative. Previously, Marie Toni was employed by E*TRADE SECURITIES LLC.
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
NJ
07/26/2022 - Present
Morgan Stanley (Jersey City NJ)
NJ
12/06/2021 - 02/13/2024
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BC
Issued 12/06/2021
Series 99TO - Operations Professional Examination
BC
Issued 11/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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