Rebecca CalabroCRD Number: 7008743
Current Firm: Morgan Stanley
Rebecca Calabro (CRD# 7008743) is an Investment Advisor Representative working at Morgan Stanley in Troy, MI and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|Morgan Stanley||Troy, MI||Dec 2022 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bloomfield Hills, MI||Aug 2018 - Dec 2022||4|
|Genisys Credit Union||Rochester Hills, MI||Sep 2008 - Aug 2018||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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