Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zane? Claim Your ProfileZane Paul Latham is a financial advisor with over 13 years of experience in the industry. Zane has a wide range of experience, working at firms such as RBS Securities Inc., UBS Securities LLC, and Gelber Securities, LLC. Zane is currently registered with Citigroup Global Markets Inc. as a Registered Representative in California and New York. Zane has a strong track record of providing investment advice and financial planning services to individuals, businesses, and institutions. Zane's experience includes expertise in portfolio management, asset allocation, and investment strategy.
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.
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 advice
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
11/16/2021 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
CT
08/28/2009 - 10/09/2013
RBS SECURITIES INC. (STAMFORD CT)
NY
07/11/2007 - 05/22/2008
UBS SECURITIES LLC (NEW YORK NY)
IL
03/25/2005 - 03/06/2006
GELBER SECURITIES, LLC (CHICAGO IL)
BOTH
Issued 11/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2005
Series 72 - Government Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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