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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malgorzata? Claim Your ProfileMalgorzata Magathan is a financial advisor at Morgan Stanley with over 15 years of experience in the industry. Malgorzata is registered to provide investment advice in 53 states and the District of Columbia. She specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, investment companies, and charitable organizations. Malgorzata has been with Morgan Stanley since 2009. Prior to that, she was employed at Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated. Malgorzata is committed to providing her clients with the highest level of service and personalized financial guidance.
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
MD
06/01/2009 - Present
Morgan Stanley (Salisbury MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALISBURY MD)
MD
07/28/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SALISBURY MD)
IA
Issued 06/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/2004
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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