Veronica
Pereira
Morgan Stanley
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About this Advisor
Veronica Pereira is a financial advisor based in Miami, Florida, working with Morgan Stanley. Veronica has previously held positions at Suntrust Investment Services, Inc, Suntrust Advisory Services, Citigroup, Morgan Stanley, and Suntrust Bank. Veronica has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Veronica is part of Morgan Stanley, which operates out of Miami, Florida. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Veronica Pereira Work History
Morgan Stanley
Suntrust Advisory Services
Citigroup
Suntrust Investment Services, Inc
Suntrust Bank
Disclosures
Please visit the SEC profile of Veronica Pereira to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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