Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zaire? Claim Your ProfileZaire J. Doss is a registered representative with Charles Schwab & CO., Inc. Zaire has been in the industry since 2020, and is currently licensed to provide investment advice in Illinois. Zaire has previously worked at J.P. MORGAN SECURITIES LLC. Zaire is registered with the following professional organizations: FINRA and the state of Illinois. Zaire is a registered investment adviser representative and general securities representative.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
02/14/2025 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
02/26/2020 - 10/08/2021
J.P. MORGAN SECURITIES LLC (PARK RIDGE IL)
BOTH
Issued 05/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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