Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adil? Claim Your ProfileAdil Masood is an Investment Adviser Representative at Forte Capital LLC. Adil is registered with the state of New York. Adil's registration began on April 15, 2021. Adil has been in the industry since August 1996 and has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Achieve Wealth Partners LLC. Adil Masood has passed the Series 63, Series 65 and Series 7 exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
04/15/2021 - Present
Forte Capital LLC (ROCHESTER NY)
NY
08/07/1996 - 08/08/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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