Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Michiko Zee is a financial advisor currently registered with First Citizens Investor Services, Inc. in Raleigh, NC. April has over 12 years of experience in the financial services industry. April holds Series 7, 66 and SIE licenses. April has previously worked with KESTRA INVESTMENT SERVICES, LLC, D.A. DAVIDSON & CO., and WELLS FARGO ADVISORS, LLC.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
10/05/2023 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
CA
03/03/2021 - 05/31/2023
KESTRA INVESTMENT SERVICES, LLC (SAN JOSE CA)
CA
07/30/2019 - 02/10/2021
D.A. DAVIDSON & CO. (LOS ANGELES CA)
CA
01/03/2011 - 11/12/2012
WELLS FARGO ADVISORS, LLC (PASADENA CA)
CA
03/02/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PASADENA CA)
CA
05/02/2001 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/23/2001 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 12/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure April Zee is the right advisor for you? Invested Better is here to help.
