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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronique? Claim Your ProfileVeronique Caumeil is a financial advisor at Morgan Stanley. Veronique has been in the financial services industry for over 5 years. Veronique is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative, and is also licensed to sell securities in Virginia and Texas. Veronique has a Series 7TO, Series 66, and Series 24 license. Veronique's professional experience includes working at Fidelity Brokerage Services LLC, National Financial Services LLC, Fidelity Distributors Company LLC, Focused Image, Fidelity Investments, Oakton High School, Eric Monday Foundation, Virginia Tech, and Morgan Stanley. Veronique specializes in providing financial advice to individuals, businesses, and institutions. Veronique's goal is to help clients achieve their financial goals through a variety of investment strategies.
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
09/03/2024 - Present
Morgan Stanley (Mclean VA)
VA
09/14/2023 - 07/26/2024
FIDELITY DISTRIBUTORS COMPANY LLC (ARLINGTON VA)
VA
09/14/2023 - 07/26/2024
NATIONAL FINANCIAL SERVICES LLC (ARLINGTON VA)
VA
02/02/2023 - 07/26/2024
FIDELITY BROKERAGE SERVICES LLC (ARLINGTON VA)
BOTH
Issued 09/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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