Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zeenat? Claim Your ProfileZeenat Shah is a financial professional with over two decades of experience in the financial services industry. She has held positions with several firms including ANICO Financial Services, Inc. and Securities Management & Research, Inc., in addition to her current position at Next Financial Group, Inc.. Zeenat holds the Series 6 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) examination. She is registered to provide investment advice in Texas. Zeenat is dedicated to providing personalized financial guidance and wealth management services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Seminar/workshop attendance fees
1
2
TX
04/13/2017 - Present
Next Financial Group, Inc. (HOUSTON TX)
TX
09/06/2012 - 05/05/2017
ANICO FINANCIAL SERVICES, INC. (GALVESTON TX)
TX
11/09/2011 - 09/04/2012
SECURITIES MANAGEMENT & RESEARCH, INC. (LEAGUE CITY TX)
TX
06/01/2010 - 02/22/2011
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
10/02/2000 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BC
Issued 10/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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