Joyce ZavresaCRD Number: 1063303
Current Firm: Morgan Stanley
Joyce Zavresa (CRD# 1063303) is an Investment Advisor Representative working at Morgan Stanley in Lancaster, PA and has over 6 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Morgan Stanley Smith Barney||Lancaster, PA||Jun 2009 - Current||8|
|Morgan Stanley & Company, Incorporated||Lancaster, PA||Jun 2007 - Current||10|
|Red Lion Area School District||Red Lion, PA||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV