Tarek Zeni, financial advisor Indianapolis IN
90 score

Tarek Zeni

CRD Number: 6222725
Current Firm: Capital Cities Investments

Tarek Zeni (CRD# 6222725) is an Investment Advisor Representative working at Capital Cities Investments in Indianapolis, IN and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Capital Cities, LLC Indianapolis, IN Jun 2013 - Current 3
Capital Cities Investments Indianapolis, IN Jun 2013 - Current 3
Kimberly-clark Corporation Hoffman Estates, IL Sep 2012 - Jun 2013 < 1
Kimberly -clark Corporation Irving, TX Sep 2011 - Jun 2012 < 1
Kimberly- Clark Corporation Irving, TX Sep 2008 - Aug 2011 2
Kimberly- Clark Corporation Beech Island, SC Oct 2007 - Aug 2008 < 1
Kimberly-clark Corporation Neenah, WI Jan 2007 - Sep 2007 < 1
Kimberly-clark Corporation Neenah, WI Jul 2005 - Dec 2006 1

Tarek Zeni has no recent exams reported.
Contact Info for Tarek A. Zeni
Phone Number: 317-475-4500
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    125
    MILLIONS
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $356,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CO, FL, IN, LA, MA, NH, TX, VA, VT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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