Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zaneh? Claim Your ProfileZaneh Marie Gonzalez romaine is an Investment Advisor Representative who has been active in the industry since 2014. Zaneh is currently registered with Truist Advisory Services, Inc. and previously worked at BB&T SECURITIES, LLC. and WELLS FARGO ADVISORS, LLC. Zaneh holds various industry licenses including Series 6, 7, 9, 10, 63, and 65. Zaneh is licensed to offer financial planning, portfolio management for individuals, and other advisory services including wrap fee products and financial profiling. Zaneh specializes in various investment areas including Fixed Income, Equities, Mutual Funds, Variable Annuities and Exchange Traded Funds.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
02/17/2021 - Present
Truist Advisory Services, Inc. (OCALA FL)
VA
12/16/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
08/01/2014 - 12/04/2015
WELLS FARGO ADVISORS, LLC (OCALA FL)
IA
Issued 09/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/25/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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