Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Przemyslaw? Claim Your ProfilePrzemyslaw Zolopa is a registered representative and investment advisor representative, associated with Morgan Stanley. Przemyslaw Zolopa has been in the industry since August 2017. Przemyslaw Zolopa holds FINRA Series 66, 7 and SIE registrations and is registered in 30 states. Przemyslaw Zolopa is a specialist in providing financial planning, portfolio management for businesses, individuals, and investment companies. Przemyslaw Zolopa is also able to provide asset allocation advice, pension consulting, and educational seminars.
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
04/08/2020 - Present
Morgan Stanley (Melville NY)
BOTH
Issued 09/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
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 Przemyslaw Zolopa is the right advisor for you? Invested Better is here to help.
