Unclaimed
Vincent Stasi is a financial advisor with Morgan Stanley. Vincent has over 25 years of experience in the financial services industry. Vincent is registered with the state of New York and Texas. Vincent is also a registered representative of FINRA and a member of the Series 65 and Series 31. Vincent has been with Morgan Stanley since 2009, and previously worked at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Vincent's specializations include asset allocation advice, financial planning, pension consulting, and portfolio management 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
NY
03/04/2014 - Present
Morgan Stanley (Garden City NY)
NY
05/11/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GARDEN CITY NY)
NY
07/10/1997 - 05/14/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1997
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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