LZ
LZ

Laila Zaki

1 Year of Experience
Schaumburg, IL
Broker

Laila Zaki is a registered investment advisor, based in Schaumburg, IL, with 1 years of industry experience.

Location

1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Laila works as an accountant/assistant at Ahmed H. Zaki CPA PC, dedicating nearly full-time hours. She also holds positions at Pine in the Ash, Inc. (CEO and President) and Pinnacle Wealth Management, Inc., spending minimal time and about 10-20% of her time, respectively.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
November 2024 - September 2025 · 10 mos
Avantax Investment Services, INC.Broker
July 2024 - September 2025 · 1 yr 2 mos
State Registrations1 state
GA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.