Unclaimed
Zeeshan Ali is a financial advisor currently registered with Hornor, Townsend & Kent, LLC. Zeeshan has been in the industry since February 12, 2018. Zeeshan is a licensed investment advisor representative and has a Series 66, Series 7 and SIE license. Zeeshan has experience with multiple investment firms and is also a partner at SG Tax Group LLC.
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.
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.
Trail commissions, distribution assistance fees
1
2
TX
06/06/2022 - Present
Hornor, Townsend & Kent, LLC (ADDISON TX)
TX
01/02/2018 - 01/26/2022
MML INVESTORS SERVICES, LLC (Dallas TX)
BOTH
Issued 01/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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