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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryellen? Claim Your ProfileMaryellen Bukowski is a financial advisor with over 24 years of experience in the industry. Currently, Maryellen is a Registered Representative at Morgan Stanley, a position Maryellen has held since December 2013. Prior to joining Morgan Stanley, Maryellen worked at J.P. MORGAN SECURITIES LLC and MORGAN STANLEY & CO. INCORPORATED. Maryellen holds several licenses and registrations including Series 7, Series 10, Series 31, Series 63, Series 65 and SIE, and has passed numerous exams. Maryellen is registered to provide investment advice in 46 states. Maryellen specializes in providing investment advice for individuals, families, and businesses. Maryellen offers a range of services including financial planning, portfolio management, and asset allocation advice.
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
DE
04/08/2020 - Present
Morgan Stanley (Greenville DE)
NY
10/08/2013 - 12/19/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
DE
06/01/2009 - 07/09/2013
MORGAN STANLEY (WILMINGTON DE)
DE
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WILMINGTON DE)
DE
07/21/2000 - 04/02/2007
MORGAN STANLEY DW INC. (WILMINGTON DE)
DE
03/31/1998 - 09/19/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 11/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/1998
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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