Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Julian Millstein is an investment professional with over 10 years of experience in the financial industry. Zachary has a Series 7, Series 63, and Series 65 licenses and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2008. Zachary has held positions at MBSC Securities Corporation, Garden State Securities, Inc. and is currently employed by J.P. Morgan Institutional Investments Inc..
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.
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.
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2
NY
01/02/2014 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
01/04/2010 - 12/17/2013
MBSC SECURITIES CORPORATION (NEW YORK NY)
NJ
08/22/2008 - 01/04/2010
GARDEN STATE SECURITIES, INC. (HACKENSACK NJ)
IA
Issued 01/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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