Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zakary? Claim Your ProfileZakary Keasey is a financial advisor currently registered with Morgan Stanley, based in Farmington Hills, MI. Zakary has been in the financial industry since December 26, 2015. Zakary has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. Zakary is registered with the Securities and Exchange Commission and holds Series 7, 7TO, 63, 66, and 86 licenses. Zakary also has experience working at Canaccord Genuity and Meridian Equity Partners. Zakary is a dedicated professional with a passion for helping clients achieve their financial goals.
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
MI
03/18/2020 - Present
Morgan Stanley (Farmington Hills MI)
NY
12/04/2013 - 06/02/2017
CANACCORD GENUITY INC. (NEW YORK NY)
NY
10/01/2013 - 12/04/2013
MERIDIAN EQUITY PARTNERS, INC. (NEW YORK NY)
BOTH
Issued 09/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Zakary Keasey is the right advisor for you? Invested Better is here to help.
