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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orsolya? Claim Your ProfileOrsolya Gyokeres is a financial advisor associated with Morgan Stanley. Orsolya is a registered representative with FINRA and has passed the Series 7TO, Series 66, and SIE exams. Orsolya has been in the financial industry since 2020, holding prior roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Orsolya is registered to offer securities and investment advisory services in 55 states, including California and Texas. Orsolya is based out of the Carlsbad branch office of Morgan Stanley.
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
CA
01/28/2022 - Present
Morgan Stanley (Carlsbad CA)
NY
10/26/2020 - 01/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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