Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yesenia? Claim Your ProfileYesenia Gil Elemary is a registered representative and investment advisor representative with Morgan Stanley. Yesenia is licensed to offer securities and advisory services in 50 states and the District of Columbia. Yesenia has been in the financial services industry for over 13 years and has a strong track record of success in providing investment advice to individual and institutional clients. Yesenia's areas of expertise include asset allocation, portfolio management, and financial planning. Yesenia is committed to providing her clients with personalized service and helping them achieve their financial goals.
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
CA
08/23/2024 - Present
Morgan Stanley (Carlsbad CA)
BOTH
Issued 01/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2023
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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