Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mel? Claim Your ProfileMel Ibarra is a financial advisor currently associated with Morgan Stanley. Mel Ibarra has over 13 years of experience in the financial services industry. Mel Ibarra is registered to conduct business in California, Maryland and New York. Mel Ibarra holds Series 7, Series 9, Series 10, Series 24, Series 63 and Series 66 licenses. Mel Ibarra's previous employers include Wells Fargo Clearing Services, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LAIDLAW & COMPANY (UK) LTD. and E1 ASSET MANAGEMENT, INC.. Mel Ibarra provides financial advice and services to a wide range of clients including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions and state or municipal government entities.
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
06/16/2021 - Present
Morgan Stanley (PURCHASE NY)
VA
09/23/2013 - 07/28/2017
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD VA)
VA
08/18/2009 - 09/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
NY
06/09/2009 - 07/22/2009
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
NY
12/05/2008 - 06/09/2009
E1 ASSET MANAGEMENT, INC. (NEW YORK NY)
BOTH
Issued 09/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
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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