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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zorah? Claim Your ProfileZorah Riley is a registered investment advisor with over 24 years of experience in the financial services industry. She has held various leadership roles at TLG Advisors, Inc. and is currently serving as their Chief Compliance Officer. Zorah holds multiple licenses and certifications, including Series 6, 7, 24, 26, 51, 52TO, 53, 63, 65, 99TO and the SIE exam. Zorah's expertise spans a wide range of investment products and services, and she is particularly focused on providing comprehensive financial planning and investment management solutions to individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Zorah is committed to delivering personalized financial guidance and helping her clients achieve their financial goals.
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.
Placement of institutional funds
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.
A percentage of the total value of assets under management is charged.
1
2
CO
07/09/2002 - Present
TLG Advisors, Inc. (Littleton CO)
IA
Issued 05/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/27/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/13/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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