Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zizi? Claim Your ProfileZizi Shengai Vosper is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in California and Texas. Zizi is a Series 66 and Series 7TO licensed professional, having passed the Uniform Combined State Law Examination and the General Securities Representative Examination. Zizi joined Merrill Lynch, Pierce, Fenner & Smith Inc. in September 2022. Before joining the firm, Zizi worked at Bank of America in San Diego, California. Zizi holds a degree in Business Administration from the University of California, San Diego. Zizi is committed to providing personalized financial advice to clients of all ages and stages of life. Zizi specializes in providing investment advice for individuals, families, businesses, and retirement plans.
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
CA
07/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
BOTH
Issued 05/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2020
SIE - Securities Industry Essentials 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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