Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zamir? Claim Your ProfileZamir Siddiqi is an Investment Advisor Representative with One Capital Management, LLC, in Westlake Village, California. Zamir has been in the financial services industry since 2000. Before joining One Capital Management, LLC in 2015, Zamir worked as a financial advisor at Wells Fargo Advisors, LLC and Barclays Capital Inc. Zamir is also a registered investment advisor in California. He holds the Series 66, 7, and 31 licenses.
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.
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.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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
CA
02/25/2015 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
CA
01/03/2011 - 02/06/2015
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
03/26/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
CA
11/17/2008 - 03/12/2010
BARCLAYS CAPITAL INC. (LOS ANGELES CA)
CA
12/07/2000 - 11/24/2008
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
NY
10/17/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 10/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
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