Marisol Cordova

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Morgan Stanley
  Coral Gables, FL

Other Businesses

1. CHARLES SCHWAB BANK, NOT INVESTMENT RELATED, BANK PRODUCTS, DUAL EMPLOYEE, 10/01/2005, REFERRALS OF HELOC, MORTGAGES, INVESTOR CHECKING PRODUCTS AND CREDIT CARDS FOR APPROXIMATELY 20 HOURS PER MONTH. 2.Marisol's Collection; Investment related: Yes; Maimi, FL; Jewelry; owner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2018; During business hours: 0; After business hours: 1; selling jewelry

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-11
• S63 Uniform Securities Agent State Law Examination
  2007-08-28

Other Names

• Marisol Alonso