Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zazuri is a registered representative with UBS Financial Services Inc. located in Stamford, CT. Michael has been in the industry since July 2023. Michael has passed the Series 7TO, SIE, and Series 66 exams. Michael is registered in New York for both Broker-Dealer and Investment Advisor activities. Michael specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations, high net worth individuals, corporations, pension and profit-sharing plans, state or municipal government entities, pooled investment vehicles, and other investment advisors.
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.
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.
See schedule d - miscellaneous
1
2
CT
11/15/2024 - Present
UBS Financial Services Inc. (STAMFORD CT)
BOTH
Issued 10/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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