Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Alan Zura is an Investment Advisor Representative with Morgan Stanley. Nicholas has been in the financial industry since March 17, 2010. He is licensed in 53 states and the District of Columbia, as well as Texas. Nicholas is also a Registered Representative for FINRA. In addition to his Series 66 and Series 7 licenses, Nicholas is also a holder of the SIE. Nicholas has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Morgan Stanley since 2010. Nicholas has a strong focus on providing financial planning and asset allocation advice to a variety of clients, including high net worth individuals, corporations, and charitable organizations.
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
WA
07/26/2016 - Present
Morgan Stanley (Seattle WA)
WA
08/04/2015 - 07/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
03/04/2010 - 08/07/2015
MORGAN STANLEY (BELLEVUE WA)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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