Unclaimed
Zein Zoulfikar is a financial advisor registered with J.P. Morgan Securities LLC. Zein has been in the industry since 2023. Zein holds Series 63, SIE and Series 79TO licenses. Zein is registered to provide investment advice in 53 states and jurisdictions. Zein is affiliated with J.P. Morgan Securities LLC in their Chicago, IL office.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
11/15/2023 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2023
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Zein Zoulfikar is the right advisor for you? Invested Better is here to help.