Unclaimed
Zahra Mehraban is a financial advisor with Ameriprise Financial Services, LLC, who has been in the industry since 1988. Zahra is registered in 23 states and holds Series 7, Series 63 and Series 65 licenses. Zahra is also registered as an investment advisor representative in Michigan and Texas. In addition to their role at Ameriprise, Zahra is also involved in other business ventures. Zahra provides a wide range of services to clients, including financial planning, asset allocation, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors and publication of periodicals.
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.
Asset allocation services
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
MI
08/05/2010 - Present
Ameriprise Financial Services, LLC (ANN ARBOR MI)
MN
08/23/1988 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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