Unclaimed
Ryan Mikluscak is a financial advisor with Morgan Stanley. Ryan is registered with both the state of Nebraska and Iowa and has been in the industry since 2009. Before joining Morgan Stanley, Ryan worked at both Purshe Kaplan Sterling Investments and Wells Fargo Investments. Ryan is a well-versed advisor with experience in the areas of investment management, financial planning, and retirement planning. Ryan can assist a variety of client types, including individuals, businesses, high-net-worth individuals, and retirement plans.
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
NE
07/31/2018 - Present
Morgan Stanley (Omaha NE)
NE
04/15/2011 - 09/17/2012
PURSHE KAPLAN STERLING INVESTMENTS (OMAHA NE)
NE
10/24/2008 - 03/09/2010
WELLS FARGO INVESTMENTS, LLC (OMAHA NE)
NE
05/07/2007 - 04/01/2008
MORGAN STANLEY & CO., INCORPORATED (OMAHA NE)
BOTH
Issued 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/04/2007
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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