Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zina? Claim Your ProfileZina Barsoom is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Zina has been in the financial services industry for over 20 years and has a wide range of experience in providing investment advice to individuals, families, and businesses. Zina is a registered representative and investment advisor representative.
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.
Investment consulting services to institutional clients
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
04/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
FL
01/11/2013 - 04/18/2024
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
MD
06/01/2009 - 02/06/2013
MORGAN STANLEY (BETHESDA MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
MD
04/10/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BETHESDA MD)
MD
11/19/2003 - 04/05/2006
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
BOTH
Issued 06/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zina Barsoom is the right advisor for you? Invested Better is here to help.
