Unclaimed
Sadys Ford is a registered representative with Morgan Stanley in Plantation, Florida. Sadys is a seasoned professional with extensive experience in the financial services industry. Sadys has held positions at Oppenheimer & Co. Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. before joining Morgan Stanley. Sadys holds the Series 6, 7, 9, 10, 66 and SIE licenses. Sadys is dedicated to providing personalized financial advice to individuals, families, and businesses.
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
FL
12/06/2016 - Present
Morgan Stanley (Plantation FL)
FL
05/15/2015 - 07/05/2016
OPPENHEIMER & CO. INC. (MIAMI FL)
FL
10/01/2012 - 09/25/2014
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
08/17/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
BOTH
Issued 12/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/29/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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