Unclaimed
Richard Radecki is a financial advisor with Morgan Stanley and has been in the financial industry since 1985. Richard is a licensed agent and an investment advisor representative who has obtained his Series 3, 7, 8, 9, 10, 31 and 63 licenses, as well as the SIE Exam. Richard has experience working with corporations, individuals, high net worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions and state or municipal government entities. Previously, Richard held positions at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Richard is a resident of Bellevue, Washington, and is registered in 26 states. Richard is also the president of the MREHA, a home owner's association.
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
WA
06/01/2009 - Present
Morgan Stanley (Bellevue WA)
WA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BELLEVUE WA)
WA
06/24/1985 - 04/02/2007
MORGAN STANLEY DW INC. (BELLEVUE WA)
BC
Issued 06/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1985
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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