Unclaimed
Jonathan Rynsky is an investment advisor representative with Morgan Stanley. Jonathan has been in the industry since 2004. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, 65, 7 and SIE licenses. Jonathan has previously worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., NFB Investment Services Corp., and Banc of America Investment Services, Inc. Jonathan specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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
02/11/2014 - Present
Morgan Stanley (New York NY)
NY
10/01/2009 - 04/18/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/16/2006 - 10/09/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
07/19/2005 - 11/17/2006
NFB INVESTMENT SERVICES CORP. (NEW YORK NY)
MA
12/15/2004 - 08/09/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 04/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
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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