Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly E. Bodrato gentile is a registered representative with Morgan Stanley in PURCHASE, NY. Molly has been in the industry for over 7 years, and is licensed in California, New York and West Virginia. Molly is also a licensed Investment Advisor Representative in California, New York and West Virginia. Molly holds Series 7, 66 and SIE licenses. Molly has experience in financial planning, asset allocation advice, portfolio management, and pension consulting. Molly is a Technical Sergeant in the Oregon Air National Guard.
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
10/09/2020 - Present
Morgan Stanley (PURCHASE NY)
BOTH
Issued 10/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2020
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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