Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vezafina? Claim Your ProfileVezafina Kirby is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Vezafina has been in the industry since August 1, 2019 and is registered to provide investment advice in 53 states and districts. Vezafina specializes in providing portfolio management services to individuals and businesses. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Vezafina worked at Thrivent Investment Management Inc. and J.P. Morgan Securities LLC. Vezafina holds a Series 6, 7TO, 63, and 66 securities license and has passed the Securities Industry Essentials Examination.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
06/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MENIFEE CA)
CA
09/22/2021 - 01/06/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Irvine CA)
CA
10/01/2012 - 07/08/2014
J.P. MORGAN SECURITIES LLC (TEMECULA CA)
CA
12/19/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TEMECULA CA)
BOTH
Issued 10/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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