Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monserrate? Claim Your ProfileMonserrate Luisa Cohen is an investment advisor representative associated with Morgan Stanley. Monserrate has been working in the financial services industry since January 31, 2022. Prior to joining Morgan Stanley, Monserrate was employed by Wells Fargo Clearing Services, LLC. Monserrate holds the Series 66, Series 7TO, and SIE licenses and is registered in 41 states and 2 jurisdictions. Monserrate specializes in providing a wide range of financial services, including portfolio management, financial planning, pension consulting, and asset allocation advice.
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
PA
05/02/2023 - Present
Morgan Stanley (Allentown PA)
PA
02/01/2022 - 04/18/2023
WELLS FARGO CLEARING SERVICES, LLC (SCHNECKSVILLE PA)
BOTH
Issued 02/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2021
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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