Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zeeshan? Claim Your ProfileZeeshan Ali Mir is an active investment advisor representative in New Jersey and Texas. Zeeshan has been in the industry since 1991 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Zeeshan has previously worked at several other firms including First Montauk Securities Corp., Klein, Maus & Shire Inc., and Hampshire Securities Corporation. Zeeshan is also a Registered Investment Advisor in New Jersey and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/19/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRIDGEWATER NJ)
NJ
09/19/1997 - 09/30/2002
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
10/23/1996 - 08/28/1997
KLEIN, MAUS & SHIRE INC. (NEW YORK NY)
NY
09/11/1995 - 11/14/1996
HAMPSHIRE SECURITIES CORPORATION (NEW YORK NY)
FL
05/30/1995 - 09/01/1995
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
NY
09/27/1991 - 03/10/1995
BARRETT DAY SECURITIES, INC. (NEW YORK NY)
NY
06/18/1991 - 10/03/1991
COMMONWEALTH ASSOCIATES (NEW YORK NY)
NA
05/06/1991 - 06/21/1991
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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