Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Andrew Sesto is an active investment advisor representative in Illinois and Texas. Samuel has been working in the financial services industry since August 1984, joining Morgan Stanley in 2009. Previously, Samuel worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Stifel, Nicolaus & Company, Incorporated, and Dean Witter Reynolds Inc. Samuel is licensed to provide investment advice and securities trading services to individuals, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, investment companies, state or municipal government entities, charitable organizations, and other investment advisors.
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
IL
09/13/2023 - Present
Morgan Stanley (Orland Park IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORLAND PARK IL)
IL
06/04/1987 - 04/02/2007
MORGAN STANLEY DW INC. (ORLAND PARK IL)
NA
08/22/1984 - 06/02/1987
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NA
05/11/1987 - 05/27/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 01/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
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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