Unclaimed
Paul Baranivsky is a financial advisor with Morgan Stanley. Paul has over 20 years of experience in the industry, having previously worked at firms such as Invesco Distributors, Inc. and Morgan Stanley & Co. Incorporated. Paul has a broad range of experience in investment banking, securities, and investment advising. Paul holds Series 6, 7, 63, and 65 licenses.
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
KS
03/18/2020 - Present
Morgan Stanley (Wichita KS)
TX
06/02/2010 - 05/31/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
04/02/2007 - 06/08/2010
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
12/13/2002 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
07/29/1999 - 06/11/2002
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 10/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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