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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Zorrilla is a financial advisor with Morgan Stanley and has been in the industry since 1996. Miguel currently holds licenses in New York and Texas. Miguel has experience at several firms including Goldman, Sachs & Co. and InverWorld Securities, Inc. Miguel is a Series 7, 63, and 65 licensed advisor, and has earned the Series 24 Principal license. Miguel specializes in portfolio management, financial planning and asset allocation advice.
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
TX
08/12/2015 - Present
Morgan Stanley (Austin TX)
NY
08/31/2007 - 06/08/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
10/15/1998 - 04/20/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
TX
08/22/1989 - 06/30/1992
INVERWORLD SECURITIES, INC. (SAN ANTONIO TX)
IA
Issued 09/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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