Unclaimed
Jenna Marie Ziarko is a registered representative with Morgan Stanley, located in Utica, NY. Jenna has been in the financial industry since December 2007. Jenna has been registered with Morgan Stanley since November 2020. Previously, Jenna was employed by ROBERT W. BAIRD & CO. INCORPORATED and M. GRIFFITH INVESTMENT SERVICES, INC. Jenna holds the Series 7 and SIE licenses. Jenna specializes in a variety of financial services, including Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers.
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
11/01/2024 - Present
Morgan Stanley (Utica NY)
NY
12/07/2018 - 10/26/2020
ROBERT W. BAIRD & CO. INCORPORATED (New Hartford NY)
NY
11/08/2013 - 12/13/2018
M. GRIFFITH INVESTMENT SERVICES, INC. (NEW HARTFORD NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2013
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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