Zainab Gandhi is a CFP-designated registered investment advisor, based in Omaha, NE, with 17 years of industry experience.
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zainab works as a wealth advisor for CWM/Carson Partners and related DBAs, dedicating nearly full-time hours to these activities. She also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
The Shobe Financial Group
Raymond James Financial Services, INC.Broker
State Registrations16 states
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