Best Investors Account Sign in

Kara Jo Wietrzykowski

Morgan Stanley

Toledo, OH

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-01-06
TX RA APPROVED 2022-07-11
OH RA APPROVED 2020-12-24
  • MI RA
    APPROVED
    Since 2023-01-06
  • TX RA
    APPROVED
    Since 2022-07-11
  • OH RA
    APPROVED
    Since 2020-12-24

Branch Locations

7311 Crossleigh Court, Toledo, OH 43617 • 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 Smith Barney Llc Toledo OH 10/2020 Present
Federated Insurance Gainesville FL 02/2016 10/2020
Morgan Stanley Private Bank, N.A. New York NY 01/2021 Present
  • 10/2020 → Present
    Morgan Stanley Smith Barney Llc
    Toledo, OH
  • 02/2016 → 10/2020
    Federated Insurance
    Gainesville, FL
  • 01/2021 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-23
  • S66 Uniform Combined State Law Examination
    2020-12-23
Other Names
  • Kara Jo Cecil
  • Kara Wietrzykowski

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
GURNEE GROUP, LLC
OSAIC WEALTH, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

Other Investors

RYAN PHILLIP KELLEY
BRETT RYAN JERGENS
Carter Dye
DANIEL JOSEPH DERRIG
GREGORY FOCKLER
Heather Beier
Brandon Edward Rodriguez
KATHRYN LEE KELLEY

Other Offices

LPL FINANCIAL LLC · TOLEDO, OH
CETERA INVESTMENT ADVISERS LLC · TOLEDO, OH
GURNEE GROUP, LLC · TOLEDO, OH
OSAIC WEALTH, INC. · TOLEDO, OH
EDWARD JONES · TOLEDO, OH
EAGLE STRATEGIES LLC · TOLEDO, OH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Toledo, OH
AMERITAS ADVISORY SERVICES, LLC · TOLEDO, OH

More in Toledo, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor