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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 Jacob Green is a financial advisor with Morgan Stanley. Zachary has been in the industry since 2020 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Zachary holds the Series 7, Series 63, and Series 65 licenses. Prior to joining Morgan Stanley, Zachary worked at MML Investors Services, LLC. Zachary is committed to providing clients with personalized financial advice and guidance.
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
GA
02/20/2024 - Present
Morgan Stanley (Atlanta GA)
GA
12/26/2020 - 01/22/2024
MML INVESTORS SERVICES, LLC (ATLANTA GA)
BC
Issued 01/25/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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