Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nora? Claim Your ProfileNora Zaba-Slater is a financial advisor at Ameriprise Financial Services, LLC, located in Melville, NY. Nora has over 22 years of experience in the financial services industry. Nora is licensed to provide investment advice in New York, Texas, and several other states. Nora has earned the Series 7, Series 63, and Series 66 securities licenses, as well as the SIE exam. Nora's previous experience includes roles with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Morgan Stanley Smith Barney.
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.
Asset allocation services
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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NY
10/07/2022 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
10/06/2010 - 10/12/2022
WELLS FARGO CLEARING SERVICES, LLC (MELVILLE NY)
NY
06/01/2009 - 10/18/2010
MORGAN STANLEY SMITH BARNEY (MELVILLE NY)
NY
06/04/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
BOTH
Issued 01/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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