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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed
location

Tempe, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Zina 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.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Gilbert, AZ

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Zoe Beasley is a financial advisor with Morgan Stanley, a leading global financial services firm. Zoe holds the Series 7TO, Series 63, and SIE licenses and is registered in 53 states and the District of Columbia. Zoe has been in the financial services industry since January 16, 2024.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

0 Disclosures

ADVISOR BIO

Zohreh Daemi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that manages assets ranging from $10 billion to $50 billion. Zohreh holds the Series 7TO and SIE licenses and has been in the industry since June 17, 2024. Zohreh is registered in California and Texas.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Zulema Josefina Noriega is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Zulema has been in the securities industry since October 2017. Zulema has passed the Series 66, SIE, and Series 7 exams. Zulema is registered to provide securities and investment advisory services in Arizona, California, Delaware, Florida, South Dakota, and Texas. Zulema can provide financial and investment advice to individuals, corporations, pension plans, and charitable organizations. Zulema is committed to providing her clients with personalized financial advice and services.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D