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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Elyachar is a financial advisor registered with Morgan Stanley. Zachary has over 13 years of experience in the financial industry. Zachary has a wide range of experience, having worked with various firms and holding both brokerage and investment advisor licenses. Zachary provides a broad range of services to clients, including financial planning, portfolio management, and pension consulting. Zachary has passed numerous securities exams including Series 7, Series 24, Series 63, and SIE. Zachary is registered with FINRA and is licensed to provide investment advice in New York and Texas.
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
08/28/2020 - Present
Morgan Stanley (New York NY)
NY
09/08/2016 - 12/24/2020
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
10/16/2009 - 09/09/2016
MORGAN STANLEY (PURCHASE NY)
BC
Issued 12/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2009
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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