Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott W. Zemachson is an investment advisor representative who has been in the industry since 1997. Scott is currently registered with Morgan Stanley in New York and Texas. Previously, Scott was registered with J.P. Morgan Securities LLC, Sanford C. Bernstein & Co., LLC, and Sanford C. Bernstein & Co., Inc. Scott holds the following licenses: Series 63, Series 65, Series 7, Series 31, and SIE. Scott has worked for J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank, N.A.
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
05/07/2021 - Present
Morgan Stanley (New York NY)
NY
03/28/2011 - 05/18/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/07/2000 - 04/08/2011
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
04/29/1997 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 02/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1997
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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