Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Enrique Zabalaga is an Investment Advisor Representative (IAR) and Registered Representative (RR) with Morgan Stanley, located in Short Hills, NJ. Alberto has been in the financial industry for over 7 years. His primary employment is with Morgan Stanley. Alberto is registered in 48 states as a broker and 2 states as an investment advisor, demonstrating his dedication to serving clients across the country. He has also passed several professional exams, including Series 66, Series 7, and SIE. Alberto provides a wide range of services to his clients, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. He has experience working with various client types, including individuals, high-net-worth individuals, corporations, and institutions. Alberto is committed to providing personalized financial guidance and helping his clients achieve their financial goals.
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
NJ
04/15/2020 - Present
Morgan Stanley (Short Hills NJ)
NJ
05/05/2017 - 07/07/2017
AXA ADVISORS, LLC (SADDLE BROOK, NJ)
BOTH
Issued 07/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2017
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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