Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zainab? Claim Your ProfileZainab Gandhi is a wealth advisor at CWM, LLC, dba Carson Partners. Zainab has been in the securities industry for over 14 years and holds Series 63, Series 7, and SIE licenses. Zainab is also a Certified Financial Planner. Zainab's previous experience includes working as a financial advisor at Raymond James Financial Services, Inc. for over 14 years. Zainab provides financial planning, portfolio management, estate planning, and other advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
03/13/2023 - Present
CWM, LLC (OMAHA NE)
LA
11/10/2008 - 03/16/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)
BC
Issued 12/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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