Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morad? Claim Your ProfileMorad Zayed is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Morad Zayed has been in the financial services industry since 2019. Morad Zayed has passed the Series 66, Series 7, Series 9, Series 10, SIE and Series 99TO examinations. Morad Zayed is registered in Ohio. Previously, Morad Zayed was associated with Morgan Stanley, Citizens Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morad Zayed provides financial planning, pension consulting, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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
OH
09/25/2023 - Present
Wells Fargo Advisors Financial Network, LLC (TROY OH)
OH
12/01/2020 - 10/04/2023
MORGAN STANLEY (Columbus OH)
OH
08/27/2019 - 09/11/2020
CITIZENS SECURITIES, INC. (EUCLID OH)
OH
03/16/2019 - 08/27/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)
BOTH
Issued 04/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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