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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Zunkiewicz is a financial advisor with Morgan Stanley, based in Dublin, Ohio. Gregory has been in the industry since August 2012 and has experience in various financial services, including investment advising and securities trading. Gregory holds a Series 7 license, which allows him to offer investment advice and trade securities. Gregory also holds a Series 66 license, which allows him to provide investment advice in both the broker-dealer and investment advisory contexts. He is currently registered as an investment advisor representative in Ohio and Texas. Prior to joining Morgan Stanley, Gregory worked for Edward Jones in Columbus, Ohio.
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
04/28/2023 - Present
Morgan Stanley (Dublin OH)
OH
08/29/2012 - 05/05/2023
EDWARD JONES (COLUMBUS OH)
BOTH
Issued 09/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
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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