Unclaimed
James M. Matyszczyk is a financial advisor associated with Morgan Stanley & Co. LLC. James is registered in California and New York. James has passed the Uniform Securities Agent State Law Examination (Series 63), the Investment Banking Registered Representative Examination (Series 79TO), and the Securities Industry Essentials Examination (SIE). James has been in the industry for over 1 year. Prior to joining Morgan Stanley & Co. LLC, James was with J.P. Morgan Securities LLC.
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.
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.
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2
CA
04/19/2022 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
CA
07/23/2021 - 03/11/2022
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 07/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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