Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Wojciechowski is a financial advisor at Morgan Stanley. Vanessa has been in the industry since 1998 and has been registered with the state of Michigan since 2010. She has a Series 63, Series 7 and SIE license. Vanessa also holds licenses in 48 states, making her a well-respected and experienced advisor. She is a registered representative of Morgan Stanley Smith Barney and has previously worked for UBS Financial Services Inc., McDonald Investments Inc., and Citigroup Global Markets Inc.
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
MI
03/23/2012 - Present
Morgan Stanley (Bloomfield Hills MI)
MI
02/09/2007 - 11/12/2010
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
MI
03/17/2005 - 02/09/2007
MCDONALD INVESTMENTS INC. (ANN ARBOR MI)
NY
05/23/1996 - 07/02/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1996
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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