Unclaimed
Paige Zebrowski is a registered representative with Morgan Stanley. Paige has been in the securities industry since 2016. Paige holds Series 3, 7, 9, 10, 66 and SIE licenses. Paige is registered in 53 states and District of Columbia for securities, and is also registered in 4 states for investment advisory. Paige has experience working with various client types, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Paige specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Paige has been with Morgan Stanley since 2016.
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
NY
04/02/2020 - Present
Morgan Stanley (New York NY)
BOTH
Issued 10/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/01/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
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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