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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Errol? Claim Your ProfileErrol Zoog is a financial advisor registered with Morgan Stanley. Errol Zoog has been in the securities industry for over 6 years. Errol Zoog is a registered representative of Morgan Stanley and also holds the following licenses: Series 4, Series 7, Series 9, Series 10, Series 24, Series 66, Series 99TO, and the SIE. Errol Zoog is registered to offer investment advisory services in OH and TX.
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
OH
06/13/2022 - Present
Morgan Stanley (Columbus OH)
NH
12/10/2021 - 05/13/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
OH
04/29/2020 - 10/04/2021
J.P. MORGAN SECURITIES LLC (Columbus OH)
OH
06/20/2018 - 04/20/2020
MORGAN STANLEY (COLUMBUS OH)
OH
11/09/2017 - 06/12/2018
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
06/05/2017 - 10/16/2017
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 08/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2019
Series 4 - Registered Options Principal Examination
BC
Issued 07/31/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
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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