Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mastura? Claim Your ProfileMastura Zahid is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since August 2003. Mastura has experience working with Morgan Stanley and UBS Financial Services Inc., demonstrating a consistent track record in the financial services industry. Mastura holds a Series 66, Series 7 and SIE license. Mastura is licensed in 48 states and the District of Columbia. Mastura has specialized expertise in financial and investment planning for individuals and businesses, including pension consulting, performance measurement reports and research services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
08/30/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
06/01/2009 - 08/26/2016
MORGAN STANLEY (DALLAS TX)
TX
02/27/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)
TX
08/20/2003 - 03/17/2009
UBS FINANCIAL SERVICES INC. (DALLAS TX)
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mastura Zahid is the right advisor for you? Invested Better is here to help.
