Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zent is a financial advisor who has been in the industry for over 30 years. He is registered with Mariner Independent and holds licenses in multiple states. Michael has extensive experience in various investment strategies and specializes in serving individuals, businesses, and pension plans. He also provides financial planning, portfolio management, and selection of other advisors.
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.
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.
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2
CA
01/02/2025 - Present
Mariner Independent (San Jose CA)
CA
01/29/2010 - 07/18/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SAN JOSE CA)
CA
05/29/2007 - 02/11/2010
CITIGROUP GLOBAL MARKETS INC. (SAN JOSE CA)
CA
12/16/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN JOSE CA)
AZ
11/23/2002 - 11/18/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
08/16/2001 - 12/09/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
WI
11/24/1998 - 09/14/2001
SII INVESTMENTS, INC. (APPLETON WI)
NY
05/02/1994 - 12/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
06/12/1991 - 06/02/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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