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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Alexander Nowak is a financial advisor at Morgan Stanley. Donald has been in the financial services industry since 1983. Donald currently holds licenses in 14 states and is registered with the Financial Industry Regulatory Authority (FINRA). Donald has worked at Morgan Stanley since 2011. Donald is a Series 65 and Series 63 licensed advisor. Donald also holds the Series 8 and Series 7 licenses. Donald has a long and varied career in the financial services industry. Donald is a highly experienced and qualified financial advisor.
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
02/09/2011 - Present
Morgan Stanley (Blue Bell PA)
PA
05/30/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JENKINTOWN PA)
PA
03/24/1986 - 06/13/2008
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NA
04/20/1983 - 04/08/1986
PHILIPS, APPEL & WALDEN, INC.
IA
Issued 07/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
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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