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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisol? Claim Your ProfileMarisol Arroyo is a financial advisor with Morgan Stanley, where she has been employed since June 2009. Marisol has been active in the financial services industry since 2001 and has a wide range of experience. She has a Series 66 license, a Series 7 license, and a Securities Industry Essentials Exam license. Marisol is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered as an investment advisor in multiple states. Marisol specializes in providing a variety of financial services to individuals, families, and businesses.
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
04/08/2010 - Present
Morgan Stanley (Miami FL)
FL
11/05/2003 - 06/03/2009
UBS INTERNATIONAL INC. (MIAMI FL)
FL
05/08/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
PR
10/01/2001 - 11/26/2003
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
NJ
09/13/2001 - 11/26/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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