Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Zahara is a financial advisor with over 20 years of experience in the industry. Jill has been registered with Morgan Stanley since June 2015. Prior to joining Morgan Stanley, Jill worked at Morgan Stanley Smith Barney LLC and Dale S. Raines MD and Associates. Jill holds several licenses and certifications including Series 3, 7, 9, 10, 31, 63, and 65. Jill is registered to provide investment advisory services in Illinois and Texas. Jill specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for businesses, individuals, and investment companies.
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
IL
10/01/2010 - Present
Morgan Stanley (Chicago IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
11/04/1999 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
IA
Issued 10/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2016
Series 3 - National Commodity Futures Examination
BC
Issued 04/23/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/1999
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 Jill Zahara is the right advisor for you? Invested Better is here to help.
