Jesse Zora (CRD# 5967105) is an Investment Advisor Representative working at Zora Financial in Birmingham, AL and has over 12 years of experience in the finance industry. Jesse Zora has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zora Financial, LLC | Birmingham, AL | Jan 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- AL
- LA
- TX
- UT
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts354ACCOUNTS
-
Average Account Value$141,037
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, LA, TX, UT
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