Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Zaslow is a financial advisor with over 29 years of experience in the financial services industry. William has been with Morgan Stanley since June 2009. Prior to joining Morgan Stanley, William was with CITIGROUP GLOBAL MARKETS INC. for 15 years. William holds Series 7, 31, and 63 licenses, as well as the SIE exam and the Series 65. William provides a range of financial services to individuals, families, and institutions. These services include financial planning, investment management, asset allocation advice, pension consulting, and educational seminars. William is registered to provide investment advice in 35 states.
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
CA
07/07/2016 - Present
Morgan Stanley (Menlo Park CA)
CA
08/25/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
NY
01/25/1994 - 08/08/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 01/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Zaslow is the right advisor for you? Invested Better is here to help.
