Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary J.m. Deschaine is a financial advisor at Morgan Stanley. Zachary has been in the financial services industry for 12 years and has experience working at UBS Financial Services Inc, Cushman & Wakefield Securities, Inc., and Credit Suisse Securities (USA) LLC. Zachary holds the Series 7, Series 63, Series 79, and Series 87 licenses as well as the SIE exam. Zachary is also a Chartered Financial Analyst (CFA). Zachary is registered with the state of New York to provide investment advisory services.
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
06/09/2020 - Present
Morgan Stanley (Garden City NY)
PA
05/19/2016 - 06/17/2020
UBS FINANCIAL SERVICES INC. (SEWICKLEY PA)
NY
06/02/2015 - 04/25/2016
CUSHMAN & WAKEFIELD SECURITIES, INC. (NEW YORK NY)
NY
06/13/2014 - 06/08/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
11/16/2011 - 07/28/2014
CUSHMAN & WAKEFIELD SECURITIES, INC. (NEW YORK NY)
BC
Issued 09/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/13/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/15/2011
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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