Invested Better
Unclaimed

Unclaimed

Unclaimed

Pingbo Zhou

Morgan Stanley & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Pingbo? Claim Your Profile

About Pingbo Zhou

Pingbo Zhou is a financial advisor who has been in the industry for over four years. Pingbo is registered with Morgan Stanley & Co. LLC and is licensed in 53 states. Pingbo has a wide range of experience in the financial services industry, including investment banking and municipal securities.

Firm Information

Pingbo Zhou is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Pingbo Zhou’s Registration & Firm History

CA

08/14/2019 - Present

Morgan Stanley & Co. LLC (Los Angeles CA)

Not sure if Pingbo Zhou is right for you?

Licenses & Designations

BC

Issued 08/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/14/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 07/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE National, Inc.

N

New York Stock Exchange

Disclosures

There are no public disclosures for Pingbo Zhou.
Not sure if Pingbo Zhou is right for you?