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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 John Bouslog is a financial advisor registered with Morgan Stanley. Zachary has been in the industry since December 2014, previously working for Transamerica Capital, Inc. and Jackson National Life Distributors LLC. Zachary is licensed to sell securities in 34 states and has the Series 6, 7, 63 and 65 licenses. Zachary works with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, investment clubs, pension and profit sharing plans, and banking or thrift institutions. Zachary provides financial planning, asset allocation advice, educational seminars, portfolio management, and selection of other advisors.
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
IA
07/07/2022 - Present
Morgan Stanley (West Des Moines IA)
CO
09/24/2018 - 04/14/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
11/19/2014 - 10/01/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 06/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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