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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicja? Claim Your ProfileAlicja Plonska is an investment advisor representative who has been in the industry since 2009. Alicja is currently registered with Morgan Stanley, where Alicja has been employed since 2017. Before working for Morgan Stanley, Alicja worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc.. Alicja has a wide range of experience in the financial services industry, including experience with various investment products and services. Alicja holds several licenses and certifications, including the Series 66, Series 7, Series 9, and Series 10 exams. Alicja is committed to providing clients with the highest level of personalized service and investment advice.
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
PA
08/31/2017 - Present
Morgan Stanley (Yardley PA)
PA
10/15/2009 - 09/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
NJ
02/09/2009 - 09/02/2009
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NJ
01/12/2009 - 01/12/2009
WACHOVIA SECURITIES, LLC (MARLTON NJ)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2009
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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