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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Zaid is a financial advisor with Morgan Stanley. He is a registered representative with FINRA and holds the Series 4, Series 7, Series 24, Series 53, Series 55, and Series 63 licenses. Brian Zaid has been in the industry since 2006. He has experience working with individuals, corporations, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Brian Zaid specializes in providing investment advice, asset allocation advice, financial planning, and portfolio management services.
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
NY
12/24/2018 - Present
Morgan Stanley (PURCHASE NY)
MD
10/27/2004 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
CA
07/23/1999 - 10/15/2004
VANGUARD CAPITAL (DEL MAR CA)
SC
02/18/1998 - 10/26/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
11/18/1997 - 02/19/1998
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 12/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2000
Series 4 - Registered Options Principal Examination
BC
Issued 05/28/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 12/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/17/1997
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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