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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 Pinnau is a financial advisor with Morgan Stanley. Zachary is a Series 7, Series 66, and Series 99TO licensed professional with over eight years of experience in the industry. Previously, Zachary worked at Kovack Securities Inc. in Ogden, Utah. Zachary is registered in 55 states and jurisdictions, including Texas and Utah. Zachary's primary focus is on providing investment advice to a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, and corporations. Zachary is committed to helping clients achieve their financial goals by developing personalized investment strategies.
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
UT
06/09/2021 - Present
Morgan Stanley (South Jordan UT)
UT
11/19/2014 - 04/29/2021
KOVACK SECURITIES INC. (OGDEN UT)
BOTH
Issued 02/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
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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