Unclaimed
Olesia Rasiuk is a registered investment advisor representative with Morgan Stanley. Olesia has been in the industry since 2017 and has been registered with the state of Florida since 2019. Olesia has also been registered with the state of Texas since 2024. Olesia holds Series 7 and 66 licenses, as well as a SIE license. Olesia is also registered with the Financial Industry Regulatory Authority (FINRA). Olesia's current firm, Morgan Stanley, manages over $1.4 trillion in assets and serves clients including individuals, high-net-worth individuals, institutions, and corporations. Olesia provides a range of financial advisory services, including investment management, financial planning, and pension consulting.
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
FL
05/28/2024 - Present
Morgan Stanley (Aventura FL)
NY
04/01/2019 - 01/19/2022
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
03/23/2017 - 04/09/2019
AUTONOMOUS RESEARCH US LP (NEW YORK NY)
BOTH
Issued 05/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Olesia Rasiuk is the right advisor for you? Invested Better is here to help.