Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zucker is a financial advisor with over 2 years of experience in the financial services industry. Michael currently works at Morgan Stanley and is registered with FINRA and the states of New York and Texas. Michael has a Series 7TO, Series 66, and SIE licenses. Prior to joining Morgan Stanley, Michael has held positions at MML Investors Services, LLC, Equitable Advisors, LLC and has experience working with a variety of clients, including individuals, corporations, insurance companies, investment companies, charitable organizations, and pension plans. Michael is dedicated to providing personalized financial advice to help his clients achieve their financial goals.
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
02/03/2023 - Present
Morgan Stanley (New York NY)
NJ
06/16/2022 - 01/09/2023
MML INVESTORS SERVICES, LLC (Warren NJ)
NJ
06/28/2021 - 05/27/2022
EQUITABLE ADVISORS, LLC (MORRISTOWN NJ)
BOTH
Issued 08/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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