Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krzysztof? Claim Your ProfileKrzysztof Pulawski is an investment advisor representative with Morgan Stanley. Krzysztof has been in the industry since December 5, 2000. Krzysztof holds several licenses and designations, including Series 3, 4, 7, 9, 10, 55, 57TO, and 63 licenses. Krzysztof has a wealth of experience in providing investment advice and financial planning services to individuals, families, corporations, and institutions.
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
07/03/2024 - Present
Morgan Stanley (New York NY)
NY
11/07/2022 - 07/09/2024
UBS FINANCIAL SERVICES INC. (New York NY)
NY
01/26/2022 - 11/17/2022
MORGAN STANLEY (New York NY)
NY
10/17/2005 - 01/18/2022
NEUBERGER BERMAN BD LLC (NEW YORK NY)
MO
11/29/2000 - 10/20/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 01/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/28/2003
Series 3 - National Commodity Futures Examination
BC
Issued 11/28/2000
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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