Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Marc Zukovich is a financial advisor registered with Morgan Stanley. Owen has been in the financial services industry since 2012. Owen holds FINRA registrations for Series 3, 7, 9, 10 and 63, as well as state licenses in 53 states. Owen is a licensed investment advisor, and is also registered in Texas. Owen is affiliated with the Morristown office of Morgan Stanley.
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
NJ
04/28/2022 - Present
Morgan Stanley (Morristown NJ)
NY
04/11/2022 - 05/02/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NJ
07/14/2014 - 04/13/2022
MORGAN STANLEY (Florham Park NJ)
NJ
12/05/2013 - 02/25/2014
THE GMS GROUP, LLC (EAST HANOVER NJ)
BC
Issued 01/10/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2018
Series 3 - National Commodity Futures Examination
BC
Issued 12/05/2013
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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