linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Reuben Esmail Zadeh

NI Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Reuben? Claim Your Profile

About Reuben Esmail Zadeh

Reuben Esmail Zadeh is a financial advisor registered with Ni Advisors in Milpitas, California. Reuben has been in the industry since May 1998. Reuben has experience working with high net worth individuals and individuals other than high net worth individuals. Reuben is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA).

Firm Information

Reuben Zadeh is currently registered with NI Advisors. NI Advisors is a registered investment advisor headquartered in California with a focus on financial planning, portfolio management for individuals, and selection of other advisors. They have been operating since 2005 and serve high-net-worth individuals and other individuals. They manage approximately $3.6 million in assets across 7 accounts.

$3.56M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Share fees with third party asset managers

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Reuben Zadeh’s Registration & Firm History

CA

03/22/2023 - Present

NI Advisors (MILPITAS CA)

CA

07/23/1999 - 03/22/2023

CETERA FINANCIAL SPECIALISTS LLC (LOS ANGELES CA)

TX

04/29/1999 - 08/06/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

TX

05/07/1998 - 04/13/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

Not sure if Reuben Esmail Zadeh is right for you?

Licenses & Designations

BC

Issued 05/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reuben Esmail Zadeh.
Not sure if Reuben Esmail Zadeh is right for you?