Faith Bartunek, CFP®

Faith bartunek, cfp®

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location of Faith Bartunek, CFP®New York City Metropolitan Area
Phone number of Faith Bartunek, CFP®+91 xxxx xxxxx
Followers of Faith Bartunek, CFP®192 followers
  • Timeline

    Current Company
    Oct 1997 - now

    First Vice President, Director of Business Strategy, Private Wealth Management

    Morgan Stanley
  • About me

    First Vice President, Director of Business Strategy at Morgan Stanley Private Wealth Management

  • Education

    • Purdue university global

      2013 - 2019
      Bachelor of science - bs accounting
  • Experience

    • Morgan stanley

      Oct 1997 - now
      First vice president, director of business strategy, private wealth management

      ©2023 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFaith Bartunek may only transact business in states where she is registered or excluded or exempted from registration. "http://brokercheck.finra.org" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Faith Bartunek is not registered or excluded or exempt from registration.For more information on the designation(s), go to: https://advisor.morganstanley.com/the-polk-wealth-management-group Show less

  • Licenses & Certifications

    • Series 7

      Finra
      Mar 1998
    • Series 66

      Finra
      Jan 2021
    • Series 3

      Finra
      Jun 2009
    • Series 9

      Finra
      Feb 2003
    • Certified financial planner™ (cfp®)

      Cfp board
      Aug 2021
    • Series 10

      Finra
      Feb 2003
    • Series 63

      Finra
      Apr 1998