Unclaimed
Sima Zahid is a financial advisor with PFS Investments Inc. Sima has been in the financial services industry since 2003. Sima Zahid is licensed to provide financial advice in Virginia. Sima Zahid is registered as a Investment Advisor Representative (IAR). Sima Zahid has worked at a number of firms including WELLS FARGO CLEARING SERVICES, LLC and PRIMERICA FINANCIAL SERVICES. Sima Zahid is currently located in CHANTILLY, VA, and offers services to individuals, businesses, charitable organizations, and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
03/26/2020 - Present
PFS Investments Inc. (CHANTILLY VA)
VA
09/30/2002 - 09/11/2018
WELLS FARGO CLEARING SERVICES, LLC (FAIRFAX VA)
IA
Issued 04/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sima Zahid is the right advisor for you? Invested Better is here to help.