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Michael J. Zurasky is a financial advisor with Morgan Stanley, a leading global financial services firm. Michael is registered with FINRA and the state of Utah. He has been in the financial services industry since 2020. His current branch office is located in South Jordan, Utah. Michael holds the Series 63, Series 7, Series 99, and SIE licenses. His areas of expertise include Asset Allocation, Financial Planning, Pension Consulting, and Education Seminars.
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
UT
12/10/2021 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
09/04/2020 - 02/12/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
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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