Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Jakush is an Investment Advisor Representative with over 30 years of experience in the financial services industry. Richard is currently registered with Morgan Stanley, where Richard has been employed since 2007. Richard holds several licenses, including Series 7, 9, 10, 24, 63 and 66. Richard has previously held positions with Morgan Stanley DW Inc., Lake Katherine Securities, Ltd., Charles Schwab & Co., Inc., and Rose & Company Investment Brokers, Inc. Richard is a dedicated financial professional with extensive experience in providing investment advice to individuals, businesses, and institutions.
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
11/19/2021 - Present
Morgan Stanley (PURCHASE NY)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RANCHO SANTE FE CA)
CA
03/04/1998 - 04/02/2007
MORGAN STANLEY DW INC. (RANCHO SANTE FE CA)
IL
05/30/1996 - 08/29/1996
LAKE KATHERINE SECURITIES, LTD. (CHICAGO IL)
TX
05/01/1989 - 05/22/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
02/23/1988 - 05/02/1989
ROSE & COMPANY INVESTMENT BROKERS, INC.
BOTH
Issued 11/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2001
Series 9 - General Securities Sales Supervisor - Options Module 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 07/11/1988
PC - AMEX Put and Call Exam
BC
Issued 02/20/1988
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 Richard Jakush is the right advisor for you? Invested Better is here to help.
