Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raluca? Claim Your ProfileRaluca Stanescu is a registered representative with Morgan Stanley, a firm with over $1.4 trillion in assets under management. Raluca has been in the industry since 2015 and has experience with Northwestern Mutual Investment Services, LLC, Cleary Gull Inc., Reliant Trading and Shepherd Trading Limited. Raluca specializes in investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Raluca has a Series 7, SIE and Series 66 licenses. Raluca provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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
WI
10/07/2019 - Present
Morgan Stanley (Milwaukee WI)
WI
12/17/2018 - 07/30/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
04/05/2012 - 05/05/2014
CLEARY GULL INC. (MILWAUKEE WI)
WI
01/31/2006 - 07/06/2007
RELIANT TRADING (ST. FRANCIS WI)
WI
01/31/2006 - 03/05/2007
SHEPHERD TRADING LIMITED (ST. FRANCIS WI)
BOTH
Issued 10/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Raluca Stanescu is the right advisor for you? Invested Better is here to help.
