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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wlodek? Claim Your ProfileWlodek Bugajski is a financial advisor registered with Morgan Stanley. Wlodek has been in the industry for 29 years and has experience providing financial advice to individuals, businesses, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Wlodek has been registered with Morgan Stanley since 2009 and previously worked for Smith Barney Inc., Hambrecht & Quist LLC, and Prime Charter LTD. Wlodek is registered with the State of Connecticut and Hawaii as an Investment Advisor Representative and in multiple states as a Broker.
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
MA
12/05/2022 - Present
Morgan Stanley (Boston MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIDDLETON MA)
MA
12/18/1998 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
CA
08/17/1995 - 12/16/1998
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
06/05/1995 - 08/22/1995
PRIME CHARTER LTD. (NEW YORK NY)
NY
04/21/1994 - 06/13/1995
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 07/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
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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