Unclaimed
Sharmin Ziska is a financial advisor with D.a. Davidson & Co. and has been working in the financial industry since 2001. Sharmin holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Sharmin is registered in 26 states, including Alaska, Arizona, California, Colorado, Florida, Idaho, Indiana, Iowa, Minnesota, Montana, Nevada, New Hampshire, New Mexico, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Sharmin specializes in providing financial advice for individuals and businesses.
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.
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.
1
2
UT
05/01/2013 - Present
D.a. Davidson & Co. (SALT LAKE CITY UT)
UT
07/24/2007 - 09/06/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (MIDVALE UT)
UT
07/05/2001 - 02/13/2007
RBC DAIN RAUSCHER INC. (SALT LAKE CITY UT)
BC
Issued 07/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Sharmin Ziska is the right advisor for you? Invested Better is here to help.