Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zilla? Claim Your ProfileZilla Bharmal is a financial advisor with Morgan Stanley. Zilla has been in the financial services industry since 2016, and holds the Series 6, Series 63, and SIE licenses. Zilla has experience working with clients of various sizes, including high-net-worth individuals, insurance companies, investment companies, and charitable organizations. Previously, Zilla has worked at UBS Financial Services Inc. and J.P. Morgan Securities LLC. Zilla provides a variety of financial services, including asset allocation advice, financial planning, portfolio management for individuals, businesses, and investment companies, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/27/2023 - Present
Morgan Stanley (Menlo Park CA)
CA
03/14/2018 - 05/11/2022
UBS FINANCIAL SERVICES INC. (SAN JOSE CA)
CA
10/14/2016 - 07/21/2017
J.P. MORGAN SECURITIES LLC (SUNNYVALE CA)
BC
Issued 12/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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