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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 Bernsdorf is a financial advisor with Morgan Stanley. Zachary is a registered representative with both broker-dealer and investment advisor licenses. Zachary has been working in the financial services industry since 2016 and is licensed to sell securities and provide investment advice in 53 states. Zachary has experience working with a variety of clients, including individuals, businesses, and institutions. Zachary offers a range of financial services, including investment management, financial planning, and retirement planning.
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
OH
02/22/2023 - Present
Morgan Stanley (Dublin OH)
AL
01/03/2022 - 02/07/2023
INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)
AL
03/18/2019 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
OH
09/28/2016 - 03/04/2019
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
OH
05/12/2016 - 07/13/2016
FORESTERS FINANCIAL SERVICES, INC. (DUBLIN OH)
BOTH
Issued 01/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2016
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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