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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zina? Claim Your ProfileZina O Shekay is an investment advisor representative with Morgan Stanley in Tempe, Arizona. Zina has been in the securities industry for 4 years and is licensed to provide investment advice in 53 states and the District of Columbia. Zina is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative and a General Securities Sales Supervisor. Zina also holds the Series 66, Series 7, Series 9, Series 10 and SIE licenses. Zina’s previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, The Resource Link, PADT, Inc., Whole Foods Market, Advisor Group, CaptionCall, ACE Parking and Starbucks. Zina has experience providing financial planning, portfolio management for businesses and individuals, and asset allocation advice.
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
AZ
09/02/2022 - Present
Morgan Stanley (Tempe AZ)
AZ
06/08/2018 - 08/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 07/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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