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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zoya? Claim Your ProfileZoya Gjonaj is a financial advisor with Fidelity Personal And Workplace Advisors. Zoya has been in the industry for a little over three years and is licensed to conduct investment advisory business in Michigan. Zoya is a Certified Financial Planner and holds Series 7, 10, and 66 securities licenses. Zoya's previous experience includes working with CADARET GRANT & CO., INC. and Charles Schwab. Zoya currently provides financial planning and portfolio management services to individuals, families, and businesses.
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.
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.
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.
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2
MI
08/27/2024 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
MI
10/24/2022 - 07/24/2024
CADARET, GRANT & CO., INC. (Birmingham MI)
MI
08/07/2020 - 11/01/2022
CHARLES SCHWAB & CO., INC. (Troy MI)
BOTH
Issued 11/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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