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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Bellotti is a financial advisor at Morgan Stanley. Maureen has over 23 years of experience in the financial services industry. Maureen holds the Series 7, 9, 10, 63, and 65 licenses, as well as the SIE. Maureen's previous experience includes working at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Maureen is currently registered in 53 states and the District of Columbia. Maureen specializes in providing asset allocation advice, financial planning, pension consulting, and portfolio management for businesses, individuals, and investment companies. Maureen also conducts educational seminars and provides selection of other advisers services.
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
05/23/2018 - Present
Morgan Stanley (Burlingame CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MENLO PARK CA)
CA
08/29/1995 - 04/02/2007
MORGAN STANLEY DW INC. (MENLO PARK CA)
IA
Issued 06/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1995
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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