Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scarlett? Claim Your ProfileScarlett Alfonzo is a financial advisor with Morgan Stanley. Scarlett has been in the industry for over 7 years. Scarlett is licensed in both broker-dealer and investment advisor capacities and holds licenses in 22 states. Scarlett is a registered representative of Morgan Stanley and is also registered with FINRA. Scarlett has a Series 7, Series 66 and SIE. Scarlett previously worked at CREDIT SUISSE SECURITIES (USA) LLC. Scarlett has specialized in working with insurance companies, high-net-worth individuals, charitable organizations and individuals other than high-net-worth individuals.
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
04/23/2020 - Present
Morgan Stanley (Miami FL)
FL
03/05/2015 - 03/22/2016
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
BOTH
Issued 10/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2015
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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