Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amiel? Claim Your ProfileAmiel Volinsky is an investment advisor representative at Morgan Stanley. Amiel has been in the industry since October 2009 and has a broad range of experience working with individuals, high-net-worth individuals, corporations, and other business clients. Amiel is registered in 53 states and is also licensed to provide investment advisory services. Amiel is committed to providing personalized financial advice and helping clients 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
IL
09/12/2022 - Present
Morgan Stanley (Chicago IL)
IL
05/04/2018 - 08/30/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
07/15/2016 - 04/19/2018
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
06/07/2013 - 07/19/2016
TD AMERITRADE, INC. (CHICAGO IL)
IL
06/27/2012 - 05/23/2013
WELLS FARGO ADVISORS, LLC (SKOKIE IL)
IL
10/02/2009 - 09/21/2010
WELLS FARGO ADVISORS, LLC (DEERFIELD IL)
IL
09/06/2007 - 07/15/2009
WELLS FARGO ADVISORS, LLC (DEERFIELD IL)
BOTH
Issued 07/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Amiel Volinsky is the right advisor for you? Invested Better is here to help.
