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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Bednarczyk is a financial advisor with Morgan Stanley. Melissa is a registered representative with FINRA and a Registered Investment Advisor. Melissa has been working in the financial services industry since 2003. Melissa is a Series 66, Series 7 and SIE exam qualified professional and is licensed to offer financial and investment services in 34 states. Prior to joining Morgan Stanley, Melissa has held positions with Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., J.P. Morgan Securities Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Melissa has experience working with individuals, high net worth individuals, corporations, investment clubs, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, banking and thrift institutions and state or municipal government entities.
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
06/01/2009 - Present
Wealthpenn.comllc (Purchase NY)
NY
02/11/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
11/13/2007 - 02/24/2009
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
NY
12/04/2003 - 06/07/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MN
10/31/2002 - 10/31/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/31/2002 - 10/31/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2002
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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