Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Koutsky is a financial advisor at Morgan Stanley. Joan is a registered representative with FINRA and holds Series 6, 7, 7TO, and 63 licenses. Joan has been working in the financial industry since 2002. Prior to joining Morgan Stanley, Joan was with NYLIFE DISTRIBUTORS LLC, Prudential Investment Management Services LLC, and Provident Advisers, Inc. Joan has a proven track record of success in helping clients achieve their financial goals. Morgan Stanley is a leading global financial services firm, providing a wide range of investment products and services to individual and institutional clients.
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
10/28/2022 - Present
Morgan Stanley (New York NY)
NY
05/10/2005 - 06/03/2019
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NJ
05/29/2001 - 03/08/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
10/12/1998 - 06/20/2000
PROVIDENT ADVISERS, INC. (NEW YORK NY)
ME
05/16/1997 - 07/14/1998
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
BC
Issued 12/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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