Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pavel? Claim Your ProfilePavel Zbornik is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2012. Prior to joining Merrill Lynch, Pavel was with Citigroup Global Markets Inc. from 2007 to 2011. Pavel has been in the financial services industry since October 2005 and has a strong track record of providing investment advice to a wide range of clients, including individuals, businesses, and institutions. Pavel is a registered representative and investment advisor representative with the firm, holding the Series 7, Series 66 and SIE licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
07/28/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
05/29/2007 - 12/01/2011
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
10/28/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NORTH LINDENHURST NY)
MN
01/25/2005 - 03/23/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/25/2005 - 03/23/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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