Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mir? Claim Your ProfileMir Zulfekar Ali is a financial advisor at Velerity Wealth, LLC. Mir is a licensed securities agent and investment advisor representative registered in several states. Mir has over 14 years of experience in the financial industry. Mir holds FINRA Series 7, 7TO, 24, 63, and 65 licenses. Mir also holds a Bachelor of Science degree in Finance from the University of London. Mir has worked for several large financial institutions in the past, including J.P. Morgan Securities Inc. and Bank of America Securities 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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
08/09/2022 - Present
Velerity Wealth, LLC (GREAT FALLS VA)
NY
10/01/2008 - 03/16/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/17/2002 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/01/1997 - 05/23/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
03/27/1995 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BC
Issued 09/12/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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