Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Stolarz is a financial advisor at Morgan Stanley, with over 36 years of experience in the industry. She is registered with FINRA and has Series 7, 8, 9, 10, 31, 63 and 65 licenses. Irene has also been registered with the State of Texas, and has specialized expertise in areas such as Retirement Planning, Mutual Funds, Stocks, Bonds, Fixed Annuities, Variable Annuities, and Options. She works with individuals and families, providing personalized financial advice to help them reach their goals. Previously, Irene was a financial advisor at Citigroup Global Markets Inc. and Lehman Brothers Inc. Irene is dedicated to providing her clients with the highest level of service and expertise.
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
NJ
05/05/2020 - Present
Morgan Stanley (Little Falls NJ)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
07/21/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1987
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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