Robert
Zerah
Principal Securities, Inc
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About this Advisor
Robert Zerah is a certified financial planner and personal financial specialist who works in Melville, New York with 2 years of relevant experience. Zerah works at Principal Securities, Inc. Zerah has gained experience at Zerah & Co, Cpa'S Pc, Princor Financial Services Corporation, Rzb Wealth Management, LLC and Principal Securities Inc. Zerah has a Series 63 license, certifying them as a securities agent, and is able to advise clients in New York. Principal Securities, Inc is a financial advisory firm that has its headquarters in Des Moines, IA. The company has offices in 350 locations and a total of 1,430 advisors. It manages $9 billion in assets across its 46,075 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 34 charitable organizations. Of its 46,075 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets. Principal Securities, Inc offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees vary depending on which services are provided. Fees charged by Principal Securities, Inc likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Zerah Work History
Robert has been registered as a financial advisor for 2 years.*
Rzb Wealth Management, LLC
Principal Securities Inc
Zerah & Co, Cpa'S Pc
Princor Financial Services Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Zerah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
Milwaukee, WI
Tampa, FL
Birmingham, AL
Williamston, MI
Des Moines, IA
Melville, NY
Arlington, TX
Lansing, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
