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Michael Jerome Morales tenorio

Zions Direct, Inc.

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About Michael Jerome Morales tenorio

Michael Jerome Morales tenorio is a financial professional with over 3 years of experience in the financial services industry. Michael is currently registered with Zions Direct, Inc. in Houston, Texas. Prior to joining Zions Direct, Inc., Michael worked at CITIGROUP GLOBAL MARKETS INC. in Houston, Texas. Michael holds the Series 63, Series 79TO, and SIE licenses. Michael is registered to offer securities in 52 states and is also registered with FINRA.

Firm Information

Michael Morales tenorio is currently registered with Zions Direct, Inc.. Zions Direct, Inc. is a Corporation that was formed on February 7, 1986. It is registered in all 50 states, the District of Columbia, and Puerto Rico. The firm has been involved in 4 Regulatory Events and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Morales tenorio’s Registration & Firm History

TX

04/08/2024 - Present

Zions Direct, Inc. (Houston TX)

TX

09/15/2020 - 03/22/2024

CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/19/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jerome Morales tenorio.
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