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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Grieco is an Investment Advisor Representative with Morgan Stanley. Samantha has been in the industry since January 25, 2015, and has worked at multiple firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc. and E*TRADE SECURITIES LLC. Samantha holds the Series 7, Series 63, and Series 65 licenses. Samantha is registered to provide investment advice in Texas and Virginia.
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
VA
04/17/2023 - Present
Morgan Stanley (RESTON VA)
DC
05/02/2022 - 04/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
VA
11/20/2017 - 04/21/2022
CHARLES SCHWAB & CO., INC. (Arlington VA)
DC
05/04/2017 - 10/27/2017
E*TRADE SECURITIES LLC (WASHINGTON DC)
NY
12/24/2014 - 05/03/2017
CHARLES SCHWAB & CO., INC. (MANHASSET NY)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2014
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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