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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zivko? Claim Your ProfileZivko Bajevski is a financial advisor registered with Morgan Stanley, with over 20 years of experience in the financial services industry. Zivko holds Series 6, 7, 24, 63, and 66 licenses and is registered in 40 states. Zivko specializes in providing investment advice and portfolio management for a wide range of clients, including high-net-worth individuals, corporations, and institutions. Zivko is also a registered Investment Advisor Representative in Florida and Texas. Prior to joining Morgan Stanley, Zivko worked for Hedgeco Securities, LLC, Southridge Investment Group LLC, and Prime Capital Services, Inc. Zivko is committed to providing his clients with personalized financial advice and helping them 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
FL
04/23/2020 - Present
Morgan Stanley (Coral Gables FL)
FL
09/22/2010 - 09/26/2011
HEDGECO SECURITIES, LLC (WEST PALM BEACH FL)
NY
07/14/2009 - 06/24/2010
SOUTHRIDGE INVESTMENT GROUP LLC (NEW YORK NY)
PA
11/21/2001 - 04/18/2008
PRIME CAPITAL SERVICES, INC. (PHILADELPHIA PA)
BOTH
Issued 05/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2001
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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