Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Silvia? Claim Your ProfileSilvia Stephanie Falconi nemeth is a financial advisor with over 15 years of experience in the financial services industry. Silvia has been registered with Morgan Stanley since November 2016. Prior to that, Silvia was employed by Ameriprise Financial Services, Inc. and MetLife Securities Inc. Silvia is licensed to provide financial advice in a number of states, including Florida, Texas, and New York. Silvia holds a Series 6, 7, 63, and 66 license. Silvia also holds a SIE license. Silvia specializes in a variety of financial services, including investment planning, asset allocation advice, portfolio management, and financial planning for individuals, businesses, and 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
FL
04/08/2020 - Present
Morgan Stanley (MELBOURNE FL)
FL
12/15/2010 - 11/11/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MELBOURNE FL)
FL
05/02/2008 - 12/22/2010
METLIFE SECURITIES INC. (MELBOURNE FL)
BOTH
Issued 12/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2008
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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