Unclaimed
Olga Ryzowy is a financial advisor with over 20 years of experience in the industry. Olga has been with Morgan Stanley since May 2021, previously working at Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Olga specializes in providing a range of financial services, including financial planning, asset allocation advice, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Olga is licensed in 24 states and has a strong track record of success in helping clients achieve their financial goals.
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
05/04/2021 - Present
Morgan Stanley (New York NY)
NY
06/20/2019 - 05/10/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
05/29/2007 - 05/17/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/25/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
05/10/2001 - 06/19/2003
IDB CAPITAL CORP. (NEW YORK NY)
IA
Issued 01/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
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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