Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wael? Claim Your ProfileWael Zorob is a financial advisor registered with Western International Securities, Inc. located in Westlake Village, California. Wael has been in the financial industry since 2010 and is licensed in California and Texas. Wael has a strong background in the investment industry, with prior experience at J.P. Morgan Securities LLC and Chase Investment Services Corp. Wael specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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2
CA
10/13/2023 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
10/01/2012 - 11/15/2019
J.P. MORGAN SECURITIES LLC (SANTA MONICA CA)
CA
02/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SANTA MONICA CA)
BOTH
Issued 04/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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