Unclaimed
Zubin Beesla is a financial advisor with Morgan Stanley & Co. LLC. Zubin has been working in the financial industry for 5 years. Prior to Morgan Stanley, Zubin worked at PIPER SANDLER & CO. and CIRCLEUP. Zubin is licensed to conduct business in California and New York and is registered with FINRA.
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.
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.
1
2
CA
04/02/2020 - Present
Morgan Stanley & Co. LLC (Los Angeles CA)
CA
05/12/2017 - 03/09/2020
PIPER SANDLER & CO. (SAN FRANCISCO CA)
CA
01/01/2014 - 08/19/2014
CIRCLEUP (SAN FRANCISCO CA)
BC
Issued 05/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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