Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zara? Claim Your ProfileZara Kwan is a registered representative with Bofa Securities, Inc. Zara has been in the securities industry since December 2014. Her firm, Bofa Securities, Inc., has offices in New York, NY. Zara is licensed to sell securities in New York. Zara holds the Series 63, Series 79, SIE, and Series 24 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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
12/04/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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