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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Raymond Zukowski is a registered investment advisor representative with Morgan Stanley. David has been in the securities industry since April 4, 2010. David has a Series 66 license and has passed the Securities Industry Essentials Examination, the Futures Managed Funds Examination, and the General Securities Representative Examination. David is registered in 33 states and the District of Columbia. David specializes in providing financial planning, portfolio management, and other investment services to individuals, corporations, and institutional clients. David's firm, Morgan Stanley, is a global financial services firm that provides a wide range of financial products and services to individuals, corporations, and governments. Morgan Stanley has been in business for over 80 years and is one of the largest and most respected financial services firms in the world.
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
MI
01/07/2019 - Present
Morgan Stanley (Troy MI)
BOTH
Issued 04/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/01/2010
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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