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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Faith? Claim Your ProfileFaith Bartunek is a registered investment advisor representative with over 23 years of experience in the financial services industry. Faith is currently employed by Morgan Stanley and has been associated with them since June of 2009. Faith has held licenses in 53 states for the past 14 years, making them a well-rounded and experienced financial advisor. Faith holds both FINRA and state registration with the focus on providing advice to both individuals and businesses. Faith is a Series 63, 66, 3, 7, 9, and 10 licensed advisor, making them a highly qualified professional. Faith's previous employment was with CITIGROUP GLOBAL MARKETS INC. from March 25, 1998, to June 1, 2009, where they gained valuable experience in the industry. Faith is dedicated to providing their clients with the best possible financial advice and guidance.
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
NY
07/19/2012 - Present
Morgan Stanley (New York NY)
NY
03/25/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STATEN ISLAND NY)
BOTH
Issued 01/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
Series 3 - National Commodity Futures Examination
BC
Issued 03/24/1998
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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