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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Magda? Claim Your ProfileMagda Iskakandar Pokorny is a registered representative and investment advisor representative with Morgan Stanley. Magda has been in the industry since 1993 and is currently registered with FINRA as a General Securities Representative. Magda is registered in several states, including California, Texas, Arizona, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Utah, Virginia, Washington, and Wisconsin. Magda has been with Morgan Stanley since 2009, and has a background in the financial services industry with prior roles at UBS Financial Services and Dean Witter Reynolds. Magda's specializations include, but are not limited to, investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Magda's compensation arrangements are based on commissions, fixed fees, percentage of assets, and performance-based fees.
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
CA
08/28/2020 - Present
Morgan Stanley (Sherman Oaks CA)
CA
04/21/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GLENDALE CA)
CA
02/16/1996 - 05/05/2009
UBS FINANCIAL SERVICES INC. (ENCINO CA)
NY
02/01/1993 - 03/01/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/1993
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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