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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zahra? Claim Your ProfileZahra Rizvi is a registered investment advisor with Morgan Stanley. Zahra has been working in the financial services industry since 2013. She has a broad range of experience, having worked at several firms prior to joining Morgan Stanley. Zahra is a licensed securities agent in multiple states. She holds multiple FINRA licenses, including Series 6, 7, 9, 10, 24, and SIE. Zahra specializes in providing asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (New York NY)
NY
01/02/2015 - 08/16/2016
CAPITAL ONE INVESTING, LLC (MELVILLE NY)
NY
10/15/2013 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MELVILLE NY)
NY
06/12/2013 - 09/30/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BC
Issued 08/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/28/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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