Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stella? Claim Your ProfileStella Ma DeSantis has been in the industry since March 24, 1996. Stella is currently registered with Oppenheimer & Co. Inc. and has been registered with them since June 18, 2013. Previously, Stella was registered with Morgan Stanley and Citigroup Global Markets Inc. Stella holds licenses for Series 31, Series 63, Series 65, Series 7 and SIE. Stella Ma DeSantis specializes in Portfolio Management for individuals, businesses, and pooled investment vehicles. Stella is a registered representative of Oppenheimer & Co. Inc., and provides financial planning and pension consulting services.
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.
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.
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.
1
2
PA
06/18/2013 - Present
Oppenheimer & Co. Inc. (BETHLEHEM PA)
PA
06/01/2009 - 07/01/2013
MORGAN STANLEY (ALLENTOWN PA)
PA
03/25/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
IA
Issued 04/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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