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Derek Paul Jelinski

Morgan Stanley

Waukesha, WI

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-11-03
WI RA APPROVED 2014-07-02
  • TX RA
    APPROVED_RES
    Since 2016-11-03
  • WI RA
    APPROVED
    Since 2014-07-02

Branch Locations

20975 Swenson Drive Suite 300, Waukesha, WI 53186 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Waukesha WI 10/2014 10/2016
Morgan Stanley Waukesha WI 10/2016 Present
Morgan Stanley Private Bank, National Association New York NY 02/2017 Present
  • 10/2014 → 10/2016
    Morgan Stanley
    Waukesha, WI
  • 10/2016 → Present
    Morgan Stanley
    Waukesha, WI
  • 02/2017 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2009-07-30 → 2014-06-30
    Harbour Investments, Inc.
    Waukesha, WI
    Madison, WI
    Waukesha, WI
  • 2003-10-07 → 2009-08-04
    Lpl Financial Llc
    Waukesha, WI
    Waukesha, WI
    Delafield, WI
  • 2003-01-14 → 2003-01-14
    The Advisors Group, Inc.
    Waukesha, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-09
S63 Uniform Securities Agent State Law Examination 1997-11-10
  • S66 Uniform Combined State Law Examination
    2002-10-09
  • S63 Uniform Securities Agent State Law Examination
    1997-11-10
Other Names
  • Derek P. Jelinski

View on SEC IAPD

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BRIAN VICTOR LEHKY
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MIKHAIL I ALKHAZOV
STEVEN ALLEN JAEGER
NOAMAN A.Q. SHARIEF
JEROME JOSEPH VERANTH
MATTHEW ROBERT SLOWINSKI
DANIEL GLENN SIEVERS

Other Offices

DANA INVESTMENT ADVISORS INC · WAUKESHA, WI
DANA INVESTMENT ADVISORS INC · Waukesha, WI
RAYMOND JAMES & ASSOCIATES, INC. · Waukesha, WI
WELLS FARGO CLEARING SERVICES, LLC · WAUKESHA, WI
WORLD INVESTMENT ADVISORS, LLC · Waukesha, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAUKESHA , WI
OSAIC WEALTH, INC. · WAUKESHA, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Waukesha, WI

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