Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nima? Claim Your ProfileNima Zahir is a financial advisor who has been working in the industry since January 15, 2020. Nima is currently registered with Morgan Stanley, and has previously held registrations with E*TRADE Securities LLC and TCFG WEALTH MANAGEMENT, LLC. Nima is licensed in 53 states and Washington D.C. to offer investment advice. Nima specializes in providing investment advice to a range of clients, including high net worth individuals, individuals other than high net worth, corporations or other businesses, investment companies, insurance companies, charitable organizations, and pension and profit-sharing plans.
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
CA
10/02/2023 - Present
Morgan Stanley (LOS ANGELES CA)
CA
04/30/2020 - 09/05/2023
E*TRADE SECURITIES LLC (LOS ANGELES CA)
CA
01/16/2020 - 06/02/2020
TCFG WEALTH MANAGEMENT, LLC (Northridge CA)
BOTH
Issued 05/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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