Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zahya? Claim Your ProfileZahya Beall is an investment advisor representative at LPL Financial LLC. Zahya has been in the financial services industry for over 14 years, holding licenses in multiple states including Connecticut, Florida, and New York. Zahya has a strong background in investment management and financial planning, and has worked for several firms including Edward Jones and Legg Mason Investor Services, LLC. Zahya specializes in providing financial advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
02/02/2024 - Present
LPL Financial LLC (FAIRFIELD CT)
CT
06/04/2018 - 03/11/2021
EDWARD JONES (FAIRFIELD CT)
CT
03/05/2009 - 07/25/2017
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
PA
04/07/2008 - 02/20/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
05/23/2006 - 09/22/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
05/23/2006 - 09/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)
BOTH
Issued 06/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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