Unclaimed
Christopher Czarnecki is an investment advisor representative at Morgan Stanley, a firm with over $1.4 trillion in regulatory assets under management. Christopher has been in the industry since July 30, 2000. Christopher holds several licenses including Series 66, Series 10, Series 9, Series 31 and Series 7. Christopher is registered in 42 states.
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
WI
06/01/2009 - Present
Morgan Stanley (Waukesha WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)
WI
07/31/2000 - 04/02/2007
MORGAN STANLEY DW INC. (WAUWATOSA WI)
BOTH
Issued 08/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/2000
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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