Zain M. Bhimani
Professional summary
Zain Muhammad Ali Bhimani is a registered financial professional currently at WEALTHFRONT BROKERAGE LLC located in Palo Alto, California.
Zain is registered as a RR (Registered Representative) and started their career in finance in 2022. Zain has worked at 3 firms and has passed the Series 99TO, SIE and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Zain Muhammad Ali Bhimani's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 12, 2024 - Present
WEALTHFRONT BROKERAGE LLC
Office #1: 261 Hamilton Ave, Palo Alto, CA 94301April 18, 2022 - February 29, 2024
CARTA CAPITAL MARKETS, LLC
March 29, 2022 - December 11, 2023
CARTA SECURITIES, LLC
State Registrations and Notice Filings
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Exams
Series 99TO
Date: 3/29/2022
Operations Professional ExaminationFINRA
Current Firm
WEALTHFRONT BROKERAGE LLC
CRD#: 153407 / SEC#: , 8-68534
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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Company Information
WEALTHFRONT BROKERAGE LLC
CRD#: 153407Palo Alto, CA 94301TRUST BUT VERIFY
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