Unclaimed
Irene Molnar is a financial advisor in Dublin, OH. Irene has been working in the financial services industry since March 2009. Irene has been registered with Morgan Stanley since July 2020. Irene has a Series 7 and Series 66 license, and is also registered in 33 states. Previously, Irene was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated from March 2009 to August 2020. Irene specializes in providing financial advice to a variety of clients, including individuals, businesses, and institutions. Irene has a long track record of success in 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
OH
08/03/2020 - Present
Morgan Stanley (Dublin OH)
OH
03/24/2009 - 08/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER ARLINGTON OH)
BOTH
Issued 06/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
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 Irene Molnar is the right advisor for you? Invested Better is here to help.