Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oleh? Claim Your ProfileOleh Tyndyk is a financial professional with experience in the financial services industry. Oleh is currently registered with Morningstar Investment Services LLC and previously held positions at Morgan Stanley and E*TRADE SECURITIES LLC. Oleh holds the Series 7TO, Series 63, and SIE licenses. Oleh specializes in providing financial advice to a variety of clients, including individuals, businesses, corporations, foundations, and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Aua
1
2
IL
03/14/2024 - Present
Morningstar Investment Services LLC (CHICAGO IL)
IL
04/06/2023 - 09/27/2023
MORGAN STANLEY (Chicago IL)
IL
01/01/2023 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
BC
Issued 11/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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